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 | $251,870 | $160,028+57.4% | $147,080+71.2% | $145,884+72.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.61% | 98.60%-87.0pp | 420.17%-408.6pp | 551.85%-540.2pp |
| Employer contribution / active EE | $24,328 | $5,286+360.3% | $4,933+393.1% | $4,662+421.8% |
| Participant deferral / active EE | $20,750 | $8,422+146.4% | $8,066+157.2% | $6,690+210.2% |
| Admin fee / account holder | $80 | $15,030-99.5% | $12,989-99.4% | $13,392-99.4% |