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 | $104,217 | $114,073-8.6% | $96,161+8.4% | $167,518-37.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.02% | 189.95%-173.9pp | 192.01%-176.0pp | 478.71%-462.7pp |
| Employer contribution / active EE | $2,436 | $3,428-29.0% | $2,798-13.0% | $4,838-49.7% |
| Participant deferral / active EE | $4,997 | $5,195-3.8% | $4,349+14.9% | $6,342-21.2% |
| Admin fee / account holder | $183 | $6,899-97.4% | $5,538-96.7% | $12,312-98.5% |