Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,600 | $102,393-20.3% | $147,041-44.5% | $80,911+0.9% |
| Participation rate | 84.8% | 75.9%+9.0pp | 82.2%+2.7pp | 67.6%+17.2pp |
| Annual return | 19.75% | 134.95%-115.2pp | 419.21%-399.5pp | 35.63%-15.9pp |
| Employer contribution / active EE | $8,562 | $3,715+130.4% | $4,935+73.5% | $2,756+210.7% |
| Participant deferral / active EE | $6,312 | $6,647-5.0% | $8,071-21.8% | $4,297+46.9% |
| Admin fee / account holder | $94 | $7,943-98.8% | $13,006-99.3% | $6,935-98.6% |