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 | $344,517 | $102,245+237.0% | $89,340+285.6% | $137,256+151.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.36% | 21.89%-7.5pp | 20.57%-6.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $4,167 | $2,529+64.7% | $2,231+86.7% | $4,156+0.3% |
| Participant deferral / active EE | $9,299 | $4,436+109.6% | $3,823+143.3% | $6,407+45.1% |
| Admin fee / account holder | $25 | $8,085-99.7% | $6,704-99.6% | $12,270-99.8% |