Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $320,720 | $97,289+229.7% | $92,805+245.6% | $155,188+106.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 11.59% | 29.03%-17.4pp | 31.59%-20.0pp | 148.84%-137.2pp |
| Employer contribution / active EE | $3,329 | $3,632-8.3% | $3,424-2.8% | $4,248-21.6% |
| Participant deferral / active EE | $18,167 | $8,795+106.5% | $8,448+115.1% | $6,531+178.2% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |