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 | $483,032 | $165,361+192.1% | $149,715+222.6% | $158,950+203.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.82% | 348.24%-335.4pp | 276.66%-263.8pp | 302.91%-290.1pp |
| Employer contribution / active EE | $3,730 | $5,103-26.9% | $4,645-19.7% | $4,762-21.7% |
| Participant deferral / active EE | $7,700 | $7,182+7.2% | $6,842+12.5% | $5,983+28.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |