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 | $370,453 | $168,636+119.7% | $147,618+151.0% | $125,388+195.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.67% | 77.65%-80.3pp | 61.98%-64.7pp | 282.24%-284.9pp |
| Employer contribution / active EE | $12,542 | $6,252+100.6% | $5,565+125.4% | $4,866+157.7% |
| Participant deferral / active EE | $9,284 | $5,507+68.6% | $4,895+89.6% | $5,352+73.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |