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 | $359,541 | $154,159+133.2% | $130,026+176.5% | $139,456+157.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.72% | 32.50%-13.8pp | -137.26%+156.0pp | 373.45%-354.7pp |
| Employer contribution / active EE | $6,750 | $5,292+27.6% | $4,321+56.2% | $4,753+42.0% |
| Participant deferral / active EE | $11,082 | $6,710+65.2% | $5,821+90.4% | $6,711+65.1% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |