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 | $580,378 | $176,077+229.6% | $159,455+264.0% | $167,518+246.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.30% | 331.83%-315.5pp | 263.63%-247.3pp | 478.71%-462.4pp |
| Employer contribution / active EE | $17,426 | $5,298+228.9% | $4,830+260.8% | $4,838+260.2% |
| Participant deferral / active EE | $21,667 | $7,751+179.5% | $7,353+194.7% | $6,342+241.6% |
| Admin fee / account holder | $120 | $12,556-99.0% | $10,800-98.9% | $12,312-99.0% |