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 | $283,622 | $93,124+204.6% | $77,100+267.9% | $134,545+110.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.29% | 62.68%-84.0pp | 42.35%-63.6pp | 418.37%-439.7pp |
| Employer contribution / active EE | $7,634 | $3,421+123.1% | $2,815+171.2% | $4,742+61.0% |
| Participant deferral / active EE | $13,370 | $5,242+155.1% | $4,430+201.8% | $6,401+108.9% |
| Admin fee / account holder | $8 | $6,970-99.9% | $5,443-99.9% | $11,431-99.9% |