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 | $563,658 | $138,114+308.1% | $125,391+349.5% | $134,545+318.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.58% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $2,152 | $5,246-59.0% | $4,816-55.3% | $4,742-54.6% |
| Participant deferral / active EE | $9,324 | $7,801+19.5% | $7,448+25.2% | $6,401+45.7% |
| Admin fee / account holder | $19 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |