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 | $359,802 | $135,645+165.3% | $110,243+226.4% | $135,380+165.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.12% | 513.24%-521.4pp | 314.76%-322.9pp | 519.81%-527.9pp |
| Employer contribution / active EE | $5,304 | $4,907+8.1% | $3,827+38.6% | $4,779+11.0% |
| Participant deferral / active EE | $8,470 | $5,507+53.8% | $4,672+81.3% | $5,609+51.0% |
| Admin fee / account holder | $217 | $11,458-98.1% | $8,548-97.5% | $10,828-98.0% |