Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,198 | $102,595+1.6% | $94,057+10.8% | $154,746-32.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.87% | 583.42%-564.6pp | 480.62%-461.8pp | 172.34%-153.5pp |
| Employer contribution / active EE | $3,467 | $3,147+10.2% | $2,933+18.2% | $4,379-20.8% |
| Participant deferral / active EE | $10,042 | $5,118+96.2% | $4,709+113.2% | $6,730+49.2% |
| Admin fee / account holder | $262 | $7,736-96.6% | $7,244-96.4% | $14,365-98.2% |