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 | $325,407 | $92,743+250.9% | $82,744+293.3% | $134,532+141.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.40% | 946.63%-967.0pp | 702.22%-722.6pp | 418.27%-438.7pp |
| Employer contribution / active EE | $8,471 | $3,273+158.8% | $3,008+181.6% | $4,741+78.7% |
| Participant deferral / active EE | $27,000 | $4,802+462.3% | $4,395+514.4% | $6,401+321.8% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |