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 | $120,511 | $144,130-16.4% | $117,860+2.2% | $147,585-18.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.25% | 531.20%-511.0pp | 335.10%-314.8pp | 578.58%-558.3pp |
| Employer contribution / active EE | $2,322 | $4,897-52.6% | $3,786-38.7% | $4,876-52.4% |
| Participant deferral / active EE | $2,145 | $5,316-59.7% | $4,482-52.1% | $5,439-60.6% |
| Admin fee / account holder | $71 | $10,887-99.3% | $8,021-99.1% | $10,886-99.3% |