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 | $272,652 | $67,396+304.6% | $60,919+347.6% | $134,545+102.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.88% | 50.12%-66.0pp | 16.96%-32.8pp | 418.37%-434.3pp |
| Employer contribution / active EE | $2,826 | $3,101-8.9% | $2,704+4.5% | $4,742-40.4% |
| Participant deferral / active EE | $13,640 | $4,534+200.8% | $3,814+257.6% | $6,401+113.1% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |