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 | $344,066 | $212,386+62.0% | $199,883+72.1% | $138,895+147.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.14% | 47.75%-32.6pp | 43.81%-28.7pp | 145.39%-130.3pp |
| Employer contribution / active EE | $13,816 | $6,625+108.6% | $6,261+120.7% | $4,194+229.4% |
| Participant deferral / active EE | $19,280 | $9,617+100.5% | $9,138+111.0% | $6,396+201.4% |
| Admin fee / account holder | $1 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |