Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $817,551 | $183,988+344.3% | $162,177+404.1% | $152,897+434.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $31,962 | $6,370+401.8% | $5,613+469.4% | $4,764+571.0% |
| Participant deferral / active EE | $17,250 | $8,032+114.8% | $7,297+136.4% | $5,851+194.8% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |