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 | $305,135 | $88,603+244.4% | $69,890+336.6% | $134,545+126.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 8.86% | 442.93%-434.1pp | 190.84%-182.0pp | 418.37%-409.5pp |
| Employer contribution / active EE | $12,500 | $3,236+286.3% | $2,560+388.2% | $4,742+163.6% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2 | $10,443-100.0% | $6,267-100.0% | $11,431-100.0% |