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 | $115,509 | $110,337+4.7% | $102,383+12.8% | $145,877-20.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.37% | 24.83%-11.5pp | 24.94%-11.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $4,825 | $4,216+14.4% | $3,870+24.7% | $4,663+3.5% |
| Participant deferral / active EE | $11,921 | $5,621+112.1% | $5,060+135.6% | $6,691+78.2% |
| Admin fee / account holder | $250 | $9,750-97.4% | $8,391-97.0% | $13,402-98.1% |