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 | $2,314,638 | $129,737+1684.1% | $119,126+1843.0% | $154,746+1395.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 24.12% | 379.08%-355.0pp | 282.11%-258.0pp | 172.34%-148.2pp |
| Employer contribution / active EE | $15,596 | $4,375+256.5% | $4,034+286.7% | $4,379+256.1% |
| Participant deferral / active EE | $16,331 | $5,842+179.6% | $5,318+207.1% | $6,730+142.7% |
| Admin fee / account holder | $15 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |