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 | $115,242 | $148,629-22.5% | $135,982-15.3% | $139,487-17.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.68% | 79.33%-43.6pp | 68.32%-32.6pp | 373.84%-338.2pp |
| Employer contribution / active EE | $9,690 | $5,247+84.7% | $4,859+99.4% | $4,755+103.8% |
| Participant deferral / active EE | $24,500 | $8,102+202.4% | $7,760+215.7% | $6,713+265.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |