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 | $380,864 | $106,905+256.3% | $84,020+353.3% | $152,885+149.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 38.84% | 105.00%-66.2pp | 71.31%-32.5pp | 345.39%-306.5pp |
| Employer contribution / active EE | $21,667 | $2,735+692.3% | $1,984+992.3% | $4,763+354.9% |
| Participant deferral / active EE | $22,996 | $4,012+473.2% | $3,239+610.0% | $5,851+293.0% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |