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 | $351,419 | $138,102+154.5% | $125,381+180.3% | $134,532+161.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.77% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $7,415 | $5,245+41.4% | $4,815+54.0% | $4,741+56.4% |
| Participant deferral / active EE | $14,723 | $7,801+88.7% | $7,448+97.7% | $6,401+130.0% |
| Admin fee / account holder | -$305 | $11,568-102.6% | $10,007-103.0% | $11,429-102.7% |