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 | $272,137 | $92,684+193.6% | $82,706+229.0% | $134,509+102.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.80% | 945.84%-965.6pp | 701.76%-721.6pp | 418.13%-437.9pp |
| Employer contribution / active EE | $4,111 | $3,272+25.6% | $3,007+36.7% | $4,741-13.3% |
| Participant deferral / active EE | $9,827 | $4,800+104.7% | $4,394+123.7% | $6,400+53.5% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |