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 | $400,878 | $138,102+190.3% | $125,381+219.7% | $134,532+198.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.23% | 750.73%-771.0pp | 572.31%-592.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $13,084 | $5,245+149.4% | $4,815+171.7% | $4,741+176.0% |
| Participant deferral / active EE | $15,595 | $7,801+99.9% | $7,448+109.4% | $6,401+143.6% |
| Admin fee / account holder | $4 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |