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 | $115,801 | $99,079+16.9% | $78,002+48.5% | $273,972-57.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 10.32% | 217.93%-207.6pp | 425.99%-415.7pp | 41.46%-31.1pp |
| Employer contribution / active EE | $3,591 | $3,308+8.6% | $2,470+45.4% | $4,869-26.2% |
| Participant deferral / active EE | $5,870 | $4,306+36.3% | $3,497+67.9% | $5,287+11.0% |
| Admin fee / account holder | $44 | $8,954-99.5% | $5,481-99.2% | $10,133-99.6% |