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 | $543,160 | $133,998+305.3% | $112,263+383.8% | $134,545+303.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.77% | 47.17%-60.9pp | 27.49%-41.3pp | 418.37%-432.1pp |
| Employer contribution / active EE | $1,578 | $4,040-61.0% | $3,636-56.6% | $4,742-66.7% |
| Participant deferral / active EE | $14,427 | $5,292+172.6% | $4,729+205.0% | $6,401+125.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |