Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,922 | $88,815+17.0% | $81,882+26.9% | $145,897-28.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 11.82% | 1033.75%-1021.9pp | 779.47%-767.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $428 | $3,086-86.1% | $2,916-85.3% | $4,663-90.8% |
| Participant deferral / active EE | $10,180 | $4,647+119.0% | $4,323+135.5% | $6,689+52.2% |
| Admin fee / account holder | $22 | $8,434-99.7% | $7,360-99.7% | $13,390-99.8% |