Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $324,584 | $99,668+225.7% | $86,451+275.5% | $134,545+141.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.76% | 6789.61%-6806.4pp | 4398.51%-4415.3pp | 418.37%-435.1pp |
| Employer contribution / active EE | $4,481 | $4,403+1.8% | $3,770+18.9% | $4,742-5.5% |
| Participant deferral / active EE | $22,516 | $7,249+210.6% | $6,953+223.8% | $6,401+251.7% |
| Admin fee / account holder | $266 | $8,377-96.8% | $6,734-96.1% | $11,431-97.7% |