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 | $285,558 | $133,981+113.1% | $112,249+154.4% | $134,532+112.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.77% | 47.16%-63.9pp | 27.48%-44.3pp | 418.27%-435.0pp |
| Employer contribution / active EE | $22,837 | $4,040+465.3% | $3,636+528.1% | $4,741+381.7% |
| Participant deferral / active EE | $13,740 | $5,292+159.6% | $4,729+190.5% | $6,401+114.7% |
| Admin fee / account holder | $25 | $7,492-99.7% | $6,412-99.6% | $11,429-99.8% |