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 | $421,505 | $95,975+339.2% | $74,549+465.4% | $135,379+211.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.95% | 56.96%-62.9pp | 32.53%-38.5pp | 519.79%-525.7pp |
| Employer contribution / active EE | $3,141 | $2,716+15.7% | $1,961+60.2% | $4,779-34.3% |
| Participant deferral / active EE | $17,304 | $3,844+350.2% | $3,108+456.7% | $5,609+208.5% |
| Admin fee / account holder | $24 | $6,522-99.6% | $5,059-99.5% | $10,828-99.8% |