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 | $363,319 | $72,071+404.1% | $68,368+431.4% | $137,256+164.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.01% | 353.14%-334.1pp | 292.57%-273.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $45,500 | $2,788+1532.0% | $2,649+1617.7% | $4,156+994.8% |
| Participant deferral / active EE | $23,500 | $4,410+432.9% | $4,123+470.0% | $6,407+266.8% |
| Admin fee / account holder | $120 | $5,336-97.8% | $5,150-97.7% | $12,270-99.0% |