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 | $309,952 | $138,114+124.4% | $125,391+147.2% | $134,545+130.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.76% | 750.88%-768.6pp | 572.41%-590.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $21,006 | $5,246+300.4% | $4,816+336.2% | $4,742+343.0% |
| Participant deferral / active EE | $12,793 | $7,801+64.0% | $7,448+71.8% | $6,401+99.9% |
| Admin fee / account holder | $12 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |