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 | $346,417 | $160,059+116.4% | $140,019+147.4% | $135,379+155.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.70% | 911.44%-918.1pp | 651.15%-657.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $1,615 | $6,420-74.8% | $5,605-71.2% | $4,779-66.2% |
| Participant deferral / active EE | $16,022 | $7,641+109.7% | $6,927+131.3% | $5,609+185.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |