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 | $435,393 | $106,008+310.7% | $92,240+372.0% | $147,586+195.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.77% | 50.05%-24.3pp | 176.29%-150.5pp | 578.59%-552.8pp |
| Employer contribution / active EE | $15,956 | $4,333+268.2% | $3,680+333.6% | $4,876+227.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $40 | $6,333-99.4% | $5,194-99.2% | $10,886-99.6% |