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 | $115,808 | $160,040-27.6% | $147,096-21.3% | $145,877-20.6% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 12.08% | 98.49%-86.4pp | 419.75%-407.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $3,079 | $5,289-41.8% | $4,936-37.6% | $4,663-34.0% |
| Participant deferral / active EE | $11,025 | $8,429+30.8% | $8,071+36.6% | $6,691+64.8% |
| Admin fee / account holder | $116 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |