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 | $269,828 | $84,628+218.8% | $61,501+338.7% | $134,545+100.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.41% | 585.61%-601.0pp | 339.04%-354.5pp | 418.37%-433.8pp |
| Employer contribution / active EE | $4,583 | $1,545+196.7% | $1,160+295.2% | $4,742-3.3% |
| Participant deferral / active EE | $2,250 | $2,819-20.2% | $2,125+5.9% | $6,401-64.9% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |