Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $374,578 | $227,291+64.8% | $214,702+74.5% | $155,188+141.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.35% | 60.08%-41.7pp | 54.55%-36.2pp | 148.84%-130.5pp |
| Employer contribution / active EE | $36,847 | $6,772+444.1% | $6,461+470.3% | $4,248+767.4% |
| Participant deferral / active EE | $23,000 | $9,582+140.0% | $9,147+151.5% | $6,531+252.2% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |