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 | $103,746 | $89,370+16.1% | $141,197-26.5% | $72,976+42.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 66.64% | 111.88%-45.2pp | 71.41%-4.8pp | 81.02%-14.4pp |
| Employer contribution / active EE | $3,816 | $3,115+22.5% | $4,736-19.4% | $2,440+56.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $60 | $5,957-99.0% | $10,265-99.4% | $5,124-98.8% |