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 | $786,154 | $159,978+391.4% | $147,041+434.6% | $145,978+438.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.89% | 98.36%-84.5pp | 419.21%-405.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $34,500 | $5,288+552.4% | $4,935+599.1% | $4,662+640.1% |
| Participant deferral / active EE | $15,250 | $8,429+80.9% | $8,071+89.0% | $6,690+128.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |