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 | $284,501 | $136,307+108.7% | $106,619+166.8% | $273,972+3.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.15% | 11.05%-4.9pp | 9.42%-3.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $5,430 | $5,190+4.6% | $3,947+37.6% | $4,869+11.5% |
| Participant deferral / active EE | $24,000 | $4,969+383.0% | $3,930+510.7% | $5,287+353.9% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |