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 | $75,582 | $103,008-26.6% | $90,304-16.3% | $152,897-50.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.11% | 95.22%-82.1pp | 78.13%-65.0pp | 345.43%-332.3pp |
| Employer contribution / active EE | $4,090 | $3,139+30.3% | $2,855+43.3% | $4,764-14.1% |
| Participant deferral / active EE | $2,297 | $4,281-46.4% | $3,885-40.9% | $5,851-60.7% |
| Admin fee / account holder | $13 | $6,175-99.8% | $5,354-99.8% | $11,599-99.9% |