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 | $311,747 | $202,342+54.1% | $172,752+80.5% | $152,897+103.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.51% | 1029.83%-998.3pp | 802.97%-771.5pp | 345.43%-313.9pp |
| Employer contribution / active EE | $2,308 | $5,858-60.6% | $5,144-55.1% | $4,764-51.5% |
| Participant deferral / active EE | $12,775 | $5,948+114.8% | $5,198+145.8% | $5,851+118.3% |
| Admin fee / account holder | $235 | $17,111-98.6% | $13,955-98.3% | $11,599-98.0% |