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 | $318,956 | $133,998+138.0% | $112,263+184.1% | $134,545+137.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.58% | 47.17%-64.8pp | 27.49%-45.1pp | 418.37%-435.9pp |
| Employer contribution / active EE | $10,000 | $4,040+147.5% | $3,636+175.0% | $4,742+110.9% |
| Participant deferral / active EE | $18,000 | $5,292+240.1% | $4,729+280.6% | $6,401+181.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |