Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $260,814 | $138,102+88.9% | $125,381+108.0% | $134,532+93.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.11% | 750.73%-749.6pp | 572.31%-571.2pp | 418.27%-417.2pp |
| Employer contribution / active EE | $49,400 | $5,245+841.8% | $4,815+925.9% | $4,741+942.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $200 | $11,568-98.3% | $10,007-98.0% | $11,429-98.2% |