Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,938 | $202,342+34.9% | $172,753+58.0% | $152,909+78.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 61.28% | 1029.88%-968.6pp | 803.00%-741.7pp | 345.46%-284.2pp |
| Employer contribution / active EE | $6,542 | $5,857+11.7% | $5,144+27.2% | $4,764+37.3% |
| Participant deferral / active EE | $22,111 | $5,948+271.7% | $5,198+325.4% | $5,851+277.9% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |