Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $375,787 | $181,004+107.6% | $116,096+223.7% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 73.3%-73.3pp | - |
| Annual return | 11.21% | 7.93%+3.3pp | 326.25%-315.0pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $2,503-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,952-100.0% | - |
| Admin fee / account holder | $0 | $33,727-100.0% | $7,704-100.0% | - |