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 | $279,876 | $201,264+39.1% | $184,185+52.0% | $145,978+91.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.96% | 29.00%-11.0pp | 28.81%-10.9pp | 550.52%-532.6pp |
| Employer contribution / active EE | $28,000 | $7,021+298.8% | $6,426+335.8% | $4,662+500.6% |
| Participant deferral / active EE | $26,000 | $9,806+165.1% | $9,132+184.7% | $6,690+288.7% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |