Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $326,357 | $165,399+97.3% | $149,745+117.9% | $158,982+105.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.14% | 348.34%-324.2pp | 276.72%-252.6pp | 302.99%-278.9pp |
| Employer contribution / active EE | $1,836 | $5,105-64.0% | $4,646-60.5% | $4,763-61.5% |
| Participant deferral / active EE | $9,774 | $7,183+36.1% | $6,843+42.8% | $5,983+63.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |