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 | $303,139 | $112,184+170.2% | - | $145,884+107.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | - | 80.3%+19.7pp |
| Annual return | 13.94% | 21.73%-7.8pp | - | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $5,728-100.0% | - | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,637-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | $114 | $6,256-98.2% | - | $13,392-99.1% |