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 | $711,408 | $107,666+560.8% | $102,184+596.2% | $154,746+359.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.70% | 29.33%-9.6pp | 31.58%-11.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $31,513 | $3,846+719.3% | $3,594+776.9% | $4,379+619.6% |
| Participant deferral / active EE | $21,291 | $8,719+144.2% | $8,309+156.2% | $6,730+216.3% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |