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 | $527,414 | $202,440+160.5% | $169,390+211.4% | $139,466+278.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 43.88% | 532.36%-488.5pp | 406.07%-362.2pp | 373.66%-329.8pp |
| Employer contribution / active EE | $16,019 | $4,693+241.3% | $4,013+299.2% | $4,754+237.0% |
| Participant deferral / active EE | $10,000 | $6,940+44.1% | $6,222+60.7% | $6,712+49.0% |
| Admin fee / account holder | $295 | $10,722-97.2% | $9,015-96.7% | $11,409-97.4% |