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 | $264,845 | $165,361+60.2% | $149,715+76.9% | $158,950+66.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.60% | 348.24%-330.6pp | 276.66%-259.1pp | 302.91%-285.3pp |
| Employer contribution / active EE | $22,401 | $5,103+338.9% | $4,645+382.3% | $4,762+370.4% |
| Participant deferral / active EE | $22,103 | $7,182+207.8% | $6,842+223.0% | $5,983+269.4% |
| Admin fee / account holder | $30 | $10,808-99.7% | $9,310-99.7% | $11,248-99.7% |