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 | $569,407 | $181,896+213.0% | $156,551+263.7% | $273,972+107.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.60% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.9pp |
| Employer contribution / active EE | $17,468 | $6,248+179.6% | $5,501+217.5% | $4,869+258.8% |
| Participant deferral / active EE | $8,486 | $5,550+52.9% | $4,871+74.2% | $5,287+60.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |