Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $301,999 | $110,517+173.3% | - | $145,959+106.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | - | 80.3%+19.7pp |
| Annual return | 23.74% | 17.64%+6.1pp | - | 561.95%-538.2pp |
| Employer contribution / active EE | $0 | $5,676-100.0% | - | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,565-100.0% | - | $6,689-100.0% |
| Admin fee / account holder | $270 | $6,295-95.7% | - | $13,398-98.0% |