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 | $96,050 | $93,346+2.9% | $71,796+33.8% | $273,972-64.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.26% | 130.39%-123.1pp | 78.04%-70.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $13,996 | $2,733+412.1% | $1,924+627.3% | $4,869+187.5% |
| Participant deferral / active EE | $7,041 | $3,475+102.6% | $2,794+152.0% | $5,287+33.2% |
| Admin fee / account holder | $5 | $6,571-99.9% | $4,815-99.9% | $10,133-100.0% |