Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,486,518 | $228,352+551.0% | $185,835+699.9% | $158,966+835.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.27% | 40.81%-28.5pp | 35.96%-23.7pp | 302.95%-290.7pp |
| Employer contribution / active EE | $32,788 | $4,967+560.2% | $4,087+702.2% | $4,762+588.5% |
| Participant deferral / active EE | $24,644 | $6,416+284.1% | $5,633+337.5% | $5,983+311.9% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |