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 | $588,560 | $201,370+192.3% | $184,256+219.4% | $145,897+303.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.65% | 29.05%-18.4pp | 28.85%-18.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $3,663 | $7,024-47.8% | $6,427-43.0% | $4,663-21.4% |
| Participant deferral / active EE | $20,746 | $9,808+111.5% | $9,133+127.2% | $6,689+210.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |