Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,118 | $201,259-33.9% | $184,200-27.7% | $145,959-8.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.24% | 28.98%-16.7pp | 28.80%-16.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $9,294 | $7,018+32.4% | $6,424+44.7% | $4,661+99.4% |
| Participant deferral / active EE | $7,667 | $9,806-21.8% | $9,132-16.0% | $6,689+14.6% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |