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 | $354,518 | $138,072+156.8% | $123,549+186.9% | $135,382+161.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.68% | 153.69%-156.4pp | 119.20%-121.9pp | 519.77%-522.5pp |
| Employer contribution / active EE | $20,471 | $5,152+297.4% | $4,628+342.3% | $4,779+328.4% |
| Participant deferral / active EE | $4,699 | $6,799-30.9% | $6,426-26.9% | $5,609-16.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |