Filed March 2, 2023
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 | $302,525 | $77,638+289.7% | $156,551+93.2% | $62,881+381.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.58% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $9,025 | $3,444+162.0% | $5,501+64.0% | $2,281+295.7% |
| Participant deferral / active EE | $5,070 | $3,046+66.5% | $4,871+4.1% | $3,203+58.3% |
| Admin fee / account holder | $7 | $5,561-99.9% | $13,028-99.9% | $4,296-99.8% |