Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,599,872 | $209,874+662.3% | $189,537+744.1% | $167,536+854.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.00% | 748.61%-737.6pp | 555.34%-544.3pp | 478.82%-467.8pp |
| Employer contribution / active EE | $45,407 | $6,913+556.8% | $6,161+637.0% | $4,839+838.3% |
| Participant deferral / active EE | $22,750 | $8,934+154.7% | $8,220+176.8% | $6,342+258.7% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |