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 | $910,219 | $157,276+478.7% | $141,177+544.7% | $152,885+495.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 27.36% | 64.33%-37.0pp | 71.40%-44.0pp | 345.39%-318.0pp |
| Employer contribution / active EE | $13,500 | $5,262+156.6% | $4,736+185.1% | $4,763+183.4% |
| Participant deferral / active EE | $16,917 | $7,110+137.9% | $6,710+152.1% | $5,851+189.1% |
| Admin fee / account holder | $174 | $12,123-98.6% | $10,263-98.3% | $11,598-98.5% |