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 | $250,844 | $138,114+81.6% | $125,391+100.0% | $134,545+86.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.58% | 750.88%-755.5pp | 572.41%-577.0pp | 418.37%-422.9pp |
| Employer contribution / active EE | $2,037 | $5,246-61.2% | $4,816-57.7% | $4,742-57.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $148 | $11,570-98.7% | $10,009-98.5% | $11,431-98.7% |