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 | $363,586 | $92,766+291.9% | $82,763+339.3% | $134,545+170.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.15% | 946.97%-956.1pp | 702.45%-711.6pp | 418.37%-427.5pp |
| Employer contribution / active EE | $5,238 | $3,273+60.0% | $3,008+74.1% | $4,742+10.5% |
| Participant deferral / active EE | $22,688 | $4,802+372.4% | $4,395+416.2% | $6,401+254.4% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |