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 | $11,803 | $88,778-86.7% | $81,844-85.6% | $145,884-91.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.28% | 1033.03%-1013.7pp | 778.87%-759.6pp | 551.85%-532.6pp |
| Employer contribution / active EE | $2,323 | $3,087-24.8% | $2,916-20.4% | $4,662-50.2% |
| Participant deferral / active EE | $3,805 | $4,648-18.1% | $4,323-12.0% | $6,690-43.1% |
| Admin fee / account holder | $55 | $8,430-99.4% | $7,355-99.3% | $13,392-99.6% |