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 | $302,754 | $197,819+53.0% | $155,789+94.3% | $125,389+141.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.06% | 86.73%-89.8pp | 71.54%-74.6pp | 282.24%-285.3pp |
| Employer contribution / active EE | $22,308 | $4,850+359.9% | $3,839+481.1% | $4,866+358.4% |
| Participant deferral / active EE | $13,634 | $5,631+142.1% | $4,798+184.2% | $5,352+154.8% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |