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 | $607,669 | $75,832+701.3% | $147,617+311.7% | $59,633+919.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.62% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $33,833 | $3,485+870.9% | $5,564+508.0% | $2,203+1436.0% |
| Participant deferral / active EE | $20,000 | $3,131+538.9% | $4,895+308.6% | $3,192+526.6% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |