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 | $275,495 | $138,114+99.5% | $125,391+119.7% | $134,545+104.8% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -12.30% | 750.88%-763.2pp | 572.41%-584.7pp | 418.37%-430.7pp |
| Employer contribution / active EE | $3,192 | $5,246-39.2% | $4,816-33.7% | $4,742-32.7% |
| Participant deferral / active EE | $11,473 | $7,801+47.1% | $7,448+54.0% | $6,401+79.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |