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 | $268,676 | $84,694+217.2% | $73,843+263.8% | $125,392+114.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.90% | 3123.66%-3122.8pp | 2267.91%-2267.0pp | 282.23%-281.3pp |
| Employer contribution / active EE | $5,705 | $3,123+82.7% | $2,787+104.7% | $4,866+17.2% |
| Participant deferral / active EE | $17,678 | $3,992+342.8% | $3,583+393.4% | $5,351+230.3% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,541-100.0% |