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 | $1,084,876 | $110,410+882.6% | $102,437+959.1% | $145,897+643.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.14% | 24.85%-12.7pp | 24.95%-12.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $30,532 | $4,217+624.0% | $3,871+688.8% | $4,663+554.8% |
| Participant deferral / active EE | $19,849 | $5,622+253.1% | $5,060+292.3% | $6,689+196.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |