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 | $339,073 | $168,636+101.1% | $147,618+129.7% | $125,388+170.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.92% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.2pp |
| Employer contribution / active EE | $13,496 | $6,252+115.8% | $5,565+142.5% | $4,866+177.3% |
| Participant deferral / active EE | $16,000 | $5,507+190.5% | $4,895+226.8% | $5,352+199.0% |
| Admin fee / account holder | $25 | $13,580-99.8% | $11,612-99.8% | $9,541-99.7% |