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 | $67,463 | $183,592-63.3% | $155,574-56.6% | $145,877-53.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.03% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,764 | $5,317-48.0% | $4,676-40.9% | $4,663-40.7% |
| Participant deferral / active EE | $4,919 | $6,466-23.9% | $5,629-12.6% | $6,691-26.5% |
| Admin fee / account holder | $156 | $19,316-99.2% | $15,914-99.0% | $13,402-98.8% |