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 | $305,380 | $160,059+90.8% | $140,019+118.1% | $135,379+125.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.62% | 911.44%-918.1pp | 651.15%-657.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $27,973 | $6,420+335.7% | $5,605+399.0% | $4,779+485.3% |
| Participant deferral / active EE | $20,361 | $7,641+166.5% | $6,927+194.0% | $5,609+263.0% |
| Admin fee / account holder | $8 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |