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 | $97,548 | $100,033-2.5% | $149,716-34.8% | $70,124+39.1% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.1%+9.2pp | 69.5%+26.8pp |
| Annual return | 19.47% | 27.43%-8.0pp | 1501.67%-1482.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $4,091 | $3,661+11.7% | $5,444-24.9% | $2,342+74.6% |
| Participant deferral / active EE | $9,674 | $4,982+94.2% | $6,568+47.3% | $3,332+190.4% |
| Admin fee / account holder | $131 | $8,285-98.4% | $11,282-98.8% | $4,645-97.2% |