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 | $877,661 | $113,941+670.3% | $94,229+831.4% | $125,389+600.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.35% | 5.29%-3.9pp | 10.68%-9.3pp | 282.24%-280.9pp |
| Employer contribution / active EE | $22,899 | $4,727+384.4% | $3,587+538.4% | $4,866+370.6% |
| Participant deferral / active EE | $12,000 | $5,179+131.7% | $4,320+177.8% | $5,352+124.2% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |