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 | $126,333 | $90,486+39.6% | $78,676+60.6% | $273,972-53.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.10% | 75.62%-69.5pp | 62.19%-56.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $8,971 | $3,175+182.5% | $2,850+214.8% | $4,869+84.3% |
| Participant deferral / active EE | $6,673 | $3,901+71.0% | $3,517+89.7% | $5,287+26.2% |
| Admin fee / account holder | $165 | $5,263-96.9% | $4,510-96.3% | $10,133-98.4% |