Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,621,473 | $138,114+1074.0% | $125,391+1193.1% | $134,545+1105.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.65% | 750.88%-770.5pp | 572.41%-592.1pp | 418.37%-438.0pp |
| Employer contribution / active EE | $7,500 | $5,246+43.0% | $4,816+55.7% | $4,742+58.2% |
| Participant deferral / active EE | $26,000 | $7,801+233.3% | $7,448+249.1% | $6,401+306.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |