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 | $119,210 | $175,231-32.0% | $149,696-20.4% | $139,466-14.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.46% | 166.77%-140.3pp | 134.46%-108.0pp | 373.66%-347.2pp |
| Employer contribution / active EE | $1,700 | $5,478-69.0% | $4,821-64.7% | $4,754-64.2% |
| Participant deferral / active EE | $7,000 | $6,521+7.3% | $5,682+23.2% | $6,712+4.3% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |