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 | $348,858 | $127,387+173.9% | $115,038+203.3% | $125,389+178.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.82% | 31.28%-29.5pp | 26.14%-24.3pp | 282.24%-280.4pp |
| Employer contribution / active EE | $11,951 | $5,166+131.3% | $4,608+159.4% | $4,866+145.6% |
| Participant deferral / active EE | $9,736 | $6,423+51.6% | $6,026+61.6% | $5,352+81.9% |
| Admin fee / account holder | $111 | $9,516-98.8% | $8,175-98.6% | $9,541-98.8% |