Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $268,475 | $180,462+48.8% | $154,111+74.2% | $135,379+98.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.11% | 888.17%-894.3pp | 735.18%-741.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $6,894 | $6,036+14.2% | $5,298+30.1% | $4,779+44.3% |
| Participant deferral / active EE | $9,004 | $5,806+55.1% | $5,081+77.2% | $5,609+60.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |