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 | $272,551 | $142,392+91.4% | $119,622+127.8% | $134,532+102.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.67% | -12.46%-7.2pp | -14.98%-4.7pp | 418.27%-437.9pp |
| Employer contribution / active EE | $17,276 | $5,224+230.7% | $4,232+308.2% | $4,741+264.4% |
| Participant deferral / active EE | $12,158 | $6,467+88.0% | $5,601+117.1% | $6,401+89.9% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |