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 | $94,661 | $105,623-10.4% | $87,502+8.2% | $273,972-65.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 2193.32% | 12.26%+2181.1pp | 12.21%+2181.1pp | 41.46%+2151.9pp |
| Employer contribution / active EE | $1,241 | $3,141-60.5% | $2,550-51.3% | $4,869-74.5% |
| Participant deferral / active EE | $5,827 | $3,601+61.8% | $3,149+85.1% | $5,287+10.2% |
| Admin fee / account holder | $15 | $4,781-99.7% | $4,221-99.6% | $10,133-99.8% |