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 | $592,011 | $72,446+717.2% | $67,561+776.3% | $145,877+305.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.16% | 7211.98%-7198.8pp | 3525.44%-3512.3pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,000 | $4,785+318.0% | $4,003+399.6% | $6,691+198.9% |
| Admin fee / account holder | $139 | $5,541-97.5% | $4,006-96.5% | $13,402-99.0% |