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 | $112,843 | $102,978+9.6% | $90,287+25.0% | $152,870-26.2% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 24.10% | 95.17%-71.1pp | 78.10%-54.0pp | 345.34%-321.2pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,577 | $4,281-63.2% | $3,885-59.4% | $5,850-73.0% |
| Admin fee / account holder | $242 | $6,171-96.1% | $5,351-95.5% | $11,597-97.9% |