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 | $288,707 | $162,785+77.4% | $133,959+115.5% | $158,950+81.6% |
| Participation rate | 93.8% | 83.2%+10.5pp | 79.8%+13.9pp | 82.0%+11.8pp |
| Annual return | 24.63% | 41.94%-17.3pp | 45.09%-20.5pp | 302.91%-278.3pp |
| Employer contribution / active EE | $3,963 | $4,975-20.4% | $3,919+1.1% | $4,762-16.8% |
| Participant deferral / active EE | $3,510 | $5,910-40.6% | $5,047-30.5% | $5,983-41.3% |
| Admin fee / account holder | $136 | $11,738-98.8% | $8,928-98.5% | $11,248-98.8% |