Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $252,809 | $167,352+51.1% | $143,788+75.8% | $134,509+87.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.52% | 0.47%-10.0pp | -0.03%-9.5pp | 418.13%-427.7pp |
| Employer contribution / active EE | $19,500 | $5,620+247.0% | $4,952+293.8% | $4,741+311.3% |
| Participant deferral / active EE | $19,500 | $6,447+202.5% | $5,638+245.9% | $6,400+204.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |