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 | $638,992 | $180,466+254.1% | $154,114+314.6% | $135,382+372.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.02% | 888.15%-895.2pp | 735.16%-742.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $8,992 | $6,035+49.0% | $5,298+69.7% | $4,779+88.2% |
| Participant deferral / active EE | $5,200 | $5,806-10.4% | $5,081+2.3% | $5,609-7.3% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |