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 | $299,495 | $93,098+221.7% | $77,081+288.5% | $134,509+122.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -5.10% | 62.63%-67.7pp | 42.33%-47.4pp | 418.13%-423.2pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |