Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $332,288 | $211,946+56.8% | $169,452+96.1% | $135,379+145.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 152.02% | 3.26%+148.8pp | 1.83%+150.2pp | 519.79%-367.8pp |
| Employer contribution / active EE | $15,639 | $5,117+205.6% | $4,157+276.2% | $4,779+227.2% |
| Participant deferral / active EE | $11,167 | $6,075+83.8% | $5,277+111.6% | $5,609+99.1% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |