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 | $370,196 | $173,526+113.3% | $136,072+172.1% | $145,884+153.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 1052.47% | 1167.12%-114.6pp | 580.46%+472.0pp | 551.85%+500.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,711-100.0% | $7,028-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,665-100.0% | $6,718-100.0% | $13,392-100.0% |