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 | $451,359 | $99,668+352.9% | $86,451+422.1% | $134,545+235.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.28% | 6789.61%-6804.9pp | 4398.51%-4413.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $23,241 | $4,403+427.8% | $3,770+516.5% | $4,742+390.1% |
| Participant deferral / active EE | $13,500 | $7,249+86.2% | $6,953+94.2% | $6,401+110.9% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |