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 | $78,739 | $160,040-50.8% | $147,096-46.5% | $145,877-46.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.04% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,394 | $5,289-73.7% | $4,936-71.8% | $4,663-70.1% |
| Participant deferral / active EE | $3,640 | $8,429-56.8% | $8,071-54.9% | $6,691-45.6% |
| Admin fee / account holder | $95 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |