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 | $861,640 | $156,963+448.9% | $121,204+610.9% | $139,466+517.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 24.33% | 1476.75%-1452.4pp | 987.18%-962.9pp | 373.66%-349.3pp |
| Employer contribution / active EE | $26,260 | $5,544+373.6% | $4,170+529.8% | $4,754+452.4% |
| Participant deferral / active EE | $17,402 | $4,848+258.9% | $4,083+326.2% | $6,712+159.3% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |