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 | $260,614 | $180,462+44.4% | $154,111+69.1% | $135,379+92.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.76% | 888.17%-895.9pp | 735.18%-742.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $9,668 | $6,036+60.2% | $5,298+82.5% | $4,779+102.3% |
| Participant deferral / active EE | $11,001 | $5,806+89.5% | $5,081+116.5% | $5,609+96.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |