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 | $28,794 | $88,710-67.5% | $81,783-64.8% | $145,959-80.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.55% | 1027.26%-1005.7pp | 775.05%-753.5pp | 561.95%-540.4pp |
| Employer contribution / active EE | $14,664 | $3,083+375.6% | $2,913+403.5% | $4,661+214.6% |
| Participant deferral / active EE | $4,235 | $4,645-8.8% | $4,320-2.0% | $6,689-36.7% |
| Admin fee / account holder | $85 | $8,407-99.0% | $7,380-98.8% | $13,398-99.4% |