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 | $62,564 | $159,934-60.9% | $147,005-57.4% | $145,959-57.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.61% | 98.24%-82.6pp | 418.76%-403.2pp | 561.95%-546.3pp |
| Employer contribution / active EE | $3,752 | $5,287-29.0% | $4,934-24.0% | $4,661-19.5% |
| Participant deferral / active EE | $27,167 | $8,427+222.4% | $8,070+236.6% | $6,689+306.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |