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 | $889,489 | $162,529+447.3% | $130,788+580.1% | $154,746+474.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 300.65% | 510.48%-209.8pp | 386.44%-85.8pp | 172.34%+128.3pp |
| Employer contribution / active EE | $5,433 | $4,447+22.2% | $3,558+52.7% | $4,379+24.1% |
| Participant deferral / active EE | $4,349 | $4,808-9.6% | $4,137+5.1% | $6,730-35.4% |
| Admin fee / account holder | $50 | $7,669-99.4% | $6,673-99.3% | $14,365-99.7% |