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 | $63,969 | $108,882-41.2% | $96,754-33.9% | $154,746-58.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.48% | 98.39%-82.9pp | 82.04%-66.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $9,000 | $3,018+198.2% | $2,679+235.9% | $4,379+105.5% |
| Participant deferral / active EE | $20,750 | $5,323+289.8% | $4,758+336.1% | $6,730+208.3% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |