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 | $349,574 | $95,959+264.3% | $97,411+258.9% | $138,895+151.7% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 15.39% | 29.30%-13.9pp | 34.72%-19.3pp | 145.39%-130.0pp |
| Employer contribution / active EE | $18,944 | $4,278+342.8% | $4,210+350.0% | $4,194+351.7% |
| Participant deferral / active EE | $14,364 | $5,876+144.5% | $5,886+144.1% | $6,396+124.6% |
| Admin fee / account holder | $0 | $7,555-100.0% | $7,145-100.0% | $12,562-100.0% |