Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $409,887 | $181,062+126.4% | $158,223+159.1% | $155,188+164.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.37% | 57.39%-37.0pp | 52.09%-31.7pp | 148.84%-128.5pp |
| Employer contribution / active EE | $26,500 | $4,565+480.5% | $4,109+545.0% | $4,248+523.9% |
| Participant deferral / active EE | $15,950 | $6,134+160.0% | $5,467+191.8% | $6,531+144.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |