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 | $383,814 | $167,415+129.3% | $140,514+173.2% | $198,609+93.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 14.16% | 13.85%+0.3pp | 14.36%-0.2pp | 202.70%-188.5pp |
| Employer contribution / active EE | $6,938 | $4,088+69.7% | $3,378+105.4% | $5,055+37.2% |
| Participant deferral / active EE | $6,938 | $5,579+24.4% | $4,919+41.0% | $6,977-0.6% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |