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 | $117,703 | $115,810+1.6% | $101,271+16.2% | $158,966-26.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.00% | 56.15%-44.1pp | 46.48%-34.5pp | 302.95%-290.9pp |
| Employer contribution / active EE | $1,145 | $4,175-72.6% | $3,660-68.7% | $4,762-76.0% |
| Participant deferral / active EE | $13,343 | $4,958+169.1% | $4,371+205.3% | $5,983+123.0% |
| Admin fee / account holder | $211 | $7,248-97.1% | $5,948-96.5% | $11,250-98.1% |