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 | $1,430,251 | $162,529+780.0% | $130,788+993.6% | $154,746+824.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 9.44% | 510.48%-501.0pp | 386.44%-377.0pp | 172.34%-162.9pp |
| Employer contribution / active EE | $10,600 | $4,447+138.3% | $3,558+197.9% | $4,379+142.1% |
| Participant deferral / active EE | $15,500 | $4,808+222.4% | $4,137+274.7% | $6,730+130.3% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |