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 | $263,207 | $135,645+94.0% | $110,243+138.8% | $135,380+94.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.53% | 513.24%-512.7pp | 314.76%-314.2pp | 519.81%-519.3pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $16,989 | $5,507+208.5% | $4,672+263.6% | $5,609+202.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |