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 | $344,067 | $102,595+235.4% | $94,057+265.8% | $154,746+122.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.77% | 583.42%-571.6pp | 480.62%-468.8pp | 172.34%-160.6pp |
| Employer contribution / active EE | $19,758 | $3,147+527.8% | $2,933+573.6% | $4,379+351.2% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $200 | $7,736-97.4% | $7,244-97.2% | $14,365-98.6% |