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 | $550,952 | $97,732+463.7% | $83,831+557.2% | $135,380+307.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.50% | 1287.56%-1295.1pp | 850.99%-858.5pp | 519.81%-527.3pp |
| Employer contribution / active EE | $26,399 | $4,222+525.3% | $3,631+627.0% | $4,779+452.4% |
| Participant deferral / active EE | $7,605 | $4,683+62.4% | $4,082+86.3% | $5,609+35.6% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |