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 | $329,428 | $138,114+138.5% | $125,391+162.7% | $134,545+144.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.73% | 750.88%-765.6pp | 572.41%-587.1pp | 418.37%-433.1pp |
| Employer contribution / active EE | $23,622 | $5,246+350.3% | $4,816+390.5% | $4,742+398.2% |
| Participant deferral / active EE | $8,992 | $7,801+15.3% | $7,448+20.7% | $6,401+40.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |