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 | $1,122,354 | $111,814+903.8% | $103,378+985.7% | $145,978+668.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.62% | 24.80%-8.2pp | 24.91%-8.3pp | 550.52%-533.9pp |
| Employer contribution / active EE | $19,560 | $4,215+364.1% | $3,870+405.4% | $4,662+319.6% |
| Participant deferral / active EE | $24,663 | $5,618+339.0% | $5,058+387.6% | $6,690+268.7% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |