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 | $104,275 | $109,411-4.7% | $89,435+16.6% | $158,982-34.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.74% | 345.68%-331.9pp | 245.55%-231.8pp | 302.99%-289.3pp |
| Employer contribution / active EE | $2,166 | $3,173-31.7% | $2,587-16.3% | $4,763-54.5% |
| Participant deferral / active EE | $5,435 | $4,600+18.2% | $3,890+39.7% | $5,983-9.2% |
| Admin fee / account holder | $165 | $6,159-97.3% | $4,884-96.6% | $11,252-98.5% |