Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $289,908 | $90,617+219.9% | $79,476+264.8% | $135,382+114.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.44% | 977.57%-978.0pp | 718.21%-718.7pp | 519.77%-520.2pp |
| Employer contribution / active EE | $672 | $3,068-78.1% | $2,800-76.0% | $4,779-85.9% |
| Participant deferral / active EE | $837 | $4,050-79.3% | $3,704-77.4% | $5,609-85.1% |
| Admin fee / account holder | $50 | $5,907-99.2% | $5,113-99.0% | $10,829-99.5% |