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 | $2,038,818 | $211,946+862.0% | $169,452+1103.2% | $135,380+1406.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 84.08% | 3.26%+80.8pp | 1.83%+82.3pp | 519.81%-435.7pp |
| Employer contribution / active EE | $36,500 | $5,117+613.3% | $4,157+778.1% | $4,779+663.8% |
| Participant deferral / active EE | $22,333 | $6,075+267.6% | $5,277+323.2% | $5,609+298.2% |
| Admin fee / account holder | $139 | $11,472-98.8% | $9,110-98.5% | $10,828-98.7% |