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 | $250,937 | $138,102+81.7% | $125,381+100.1% | $134,532+86.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.49% | 750.73%-748.2pp | 572.31%-569.8pp | 418.27%-415.8pp |
| Employer contribution / active EE | $3,102 | $5,245-40.9% | $4,815-35.6% | $4,741-34.6% |
| Participant deferral / active EE | $10,787 | $7,801+38.3% | $7,448+44.8% | $6,401+68.5% |
| Admin fee / account holder | $37 | $11,568-99.7% | $10,007-99.6% | $11,429-99.7% |