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 | $722,004 | $175,231+312.0% | $149,696+382.3% | $139,466+417.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 99.41% | 166.77%-67.4pp | 134.46%-35.0pp | 373.66%-274.3pp |
| Employer contribution / active EE | $34,179 | $5,478+523.9% | $4,821+609.0% | $4,754+619.0% |
| Participant deferral / active EE | $21,429 | $6,521+228.6% | $5,682+277.1% | $6,712+219.3% |
| Admin fee / account holder | $238 | $16,155-98.5% | $13,212-98.2% | $11,409-97.9% |