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 | $68,819 | $198,457-65.3% | $170,435-59.6% | $147,586-53.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.31% | 257.30%-244.0pp | 205.94%-192.6pp | 578.59%-565.3pp |
| Employer contribution / active EE | $4,001 | $6,183-35.3% | $5,432-26.4% | $4,876-18.0% |
| Participant deferral / active EE | $5,759 | $5,629+2.3% | $4,939+16.6% | $5,439+5.9% |
| Admin fee / account holder | $99 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |