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 | $373,178 | $100,895+269.9% | $90,430+312.7% | $158,950+134.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.92% | 1725.54%-1713.6pp | 1293.73%-1281.8pp | 302.91%-291.0pp |
| Employer contribution / active EE | $17,584 | $3,689+376.7% | $3,262+439.1% | $4,762+269.3% |
| Participant deferral / active EE | $17,584 | $4,347+304.5% | $3,963+343.7% | $5,983+193.9% |
| Admin fee / account holder | $70 | $6,505-98.9% | $5,613-98.8% | $11,248-99.4% |