Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,684 | $125,237-24.4% | $105,608-10.3% | $145,877-35.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.39% | 225.76%-215.4pp | 116.50%-106.1pp | 551.28%-540.9pp |
| Employer contribution / active EE | $3,752 | $3,720+0.8% | $3,167+18.5% | $4,663-19.5% |
| Participant deferral / active EE | $12,200 | $5,711+113.6% | $5,010+143.5% | $6,691+82.3% |
| Admin fee / account holder | $277 | $17,287-98.4% | $11,028-97.5% | $13,402-97.9% |