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 | $422,899 | $138,075+206.3% | $123,552+242.3% | $135,379+212.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.01% | 153.70%-158.7pp | 119.20%-124.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $12,897 | $5,152+150.3% | $4,628+178.7% | $4,779+169.9% |
| Participant deferral / active EE | $13,106 | $6,800+92.7% | $6,426+104.0% | $5,609+133.7% |
| Admin fee / account holder | $13 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |