Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $272,040 | $138,102+97.0% | $125,381+117.0% | $134,532+102.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.63% | 750.73%-752.4pp | 572.31%-573.9pp | 418.27%-419.9pp |
| Employer contribution / active EE | $3,667 | $5,245-30.1% | $4,815-23.9% | $4,741-22.7% |
| Participant deferral / active EE | $22,000 | $7,801+182.0% | $7,448+195.4% | $6,401+243.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |