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 | $291,909 | $160,028+82.4% | $147,080+98.5% | $145,884+100.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.80% | 98.60%-80.8pp | 420.17%-402.4pp | 551.85%-534.0pp |
| Employer contribution / active EE | $7,780 | $5,286+47.2% | $4,933+57.7% | $4,662+66.9% |
| Participant deferral / active EE | $19,700 | $8,422+133.9% | $8,066+144.2% | $6,690+194.5% |
| Admin fee / account holder | $16 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |