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 | $495,648 | $138,072+259.0% | $123,549+301.2% | $135,382+266.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.72% | 153.69%-159.4pp | 119.20%-124.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $23,235 | $5,152+351.0% | $4,628+402.1% | $4,779+386.2% |
| Participant deferral / active EE | $16,133 | $6,799+137.3% | $6,426+151.1% | $5,609+187.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |