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 | $425,239 | $156,398+171.9% | $147,318+188.7% | $138,895+206.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.45% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $14,447 | $4,853+197.7% | $4,593+214.6% | $4,194+244.4% |
| Participant deferral / active EE | $31,000 | $8,237+276.3% | $7,906+292.1% | $6,396+384.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |