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 | $115,857 | $96,691+19.8% | $86,656+33.7% | $139,487-16.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 16.33% | 106.87%-90.5pp | 593.09%-576.8pp | 373.84%-357.5pp |
| Employer contribution / active EE | $3,335 | $3,267+2.1% | $3,025+10.2% | $4,755-29.9% |
| Participant deferral / active EE | $4,764 | $4,838-1.5% | $4,439+7.3% | $6,713-29.0% |
| Admin fee / account holder | $51 | $6,414-99.2% | $5,619-99.1% | $11,407-99.6% |