Sign up free to preview peer percentile detail
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 | $695,367 | $202,440+243.5% | $169,390+310.5% | $139,466+398.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 28.22% | 532.36%-504.1pp | 406.07%-377.9pp | 373.66%-345.4pp |
| Employer contribution / active EE | $10,000 | $4,693+113.1% | $4,013+149.2% | $4,754+110.4% |
| Participant deferral / active EE | $24,375 | $6,940+251.2% | $6,222+291.7% | $6,712+263.2% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |