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 | $1,164,127 | $201,370+478.1% | $184,256+531.8% | $145,897+697.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.51% | 29.05%-10.5pp | 28.85%-10.3pp | 552.29%-533.8pp |
| Employer contribution / active EE | $24,846 | $7,024+253.7% | $6,427+286.6% | $4,663+432.9% |
| Participant deferral / active EE | $26,750 | $9,808+172.7% | $9,133+192.9% | $6,689+299.9% |
| Admin fee / account holder | $91 | $16,364-99.4% | $13,899-99.3% | $13,390-99.3% |