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 | $485,527 | $184,000+163.9% | $162,185+199.4% | $152,909+217.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.84% | 150.80%-133.0pp | 115.61%-97.8pp | 345.46%-327.6pp |
| Employer contribution / active EE | $17,793 | $6,370+179.3% | $5,613+217.0% | $4,764+273.5% |
| Participant deferral / active EE | $10,933 | $8,033+36.1% | $7,297+49.8% | $5,851+86.9% |
| Admin fee / account holder | $20 | $13,124-99.8% | $10,844-99.8% | $11,601-99.8% |