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 | $387,853 | $111,814+246.9% | $103,378+275.2% | $145,978+165.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2003.49% | 24.80%+1978.7pp | 24.91%+1978.6pp | 550.52%+1453.0pp |
| Employer contribution / active EE | $27,380 | $4,215+549.6% | $3,870+607.4% | $4,662+487.3% |
| Participant deferral / active EE | $23,000 | $5,618+309.4% | $5,058+354.8% | $6,690+243.8% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |