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 | $359,581 | $182,442+97.1% | $163,379+120.1% | $138,895+158.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.04% | 72.74%-55.7pp | 63.41%-46.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,182 | $4,159-71.6% | $3,752-68.5% | $4,194-71.8% |
| Participant deferral / active EE | $3,419 | $6,817-49.9% | $6,282-45.6% | $6,396-46.6% |
| Admin fee / account holder | $15 | $10,396-99.9% | $9,818-99.8% | $12,562-99.9% |