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 | $159,184 | $183,516-13.3% | $155,534+2.3% | $145,884+9.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.63% | 61.43%-32.8pp | 64.92%-36.3pp | 551.85%-523.2pp |
| Employer contribution / active EE | $34,500 | $5,315+549.1% | $4,675+638.0% | $4,662+640.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |