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 | $314,280 | $97,765+221.5% | $103,486+203.7% | $145,884+115.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 21.00% | 25.44%-4.4pp | 23.93%-2.9pp | 551.85%-530.8pp |
| Employer contribution / active EE | $22,462 | $4,687+379.3% | $4,679+380.0% | $4,662+381.8% |
| Participant deferral / active EE | $17,195 | $6,606+160.3% | $6,628+159.4% | $6,690+157.0% |
| Admin fee / account holder | $134 | $12,505-98.9% | $9,354-98.6% | $13,392-99.0% |