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 | $94,369 | $107,363-12.1% | $92,909+1.6% | $152,897-38.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.36% | 145.63%-129.3pp | 109.44%-93.1pp | 345.43%-329.1pp |
| Employer contribution / active EE | $1,410 | $4,222-66.6% | $3,653-61.4% | $4,764-70.4% |
| Participant deferral / active EE | $5,436 | $4,848+12.1% | $4,238+28.3% | $5,851-7.1% |
| Admin fee / account holder | $39 | $7,082-99.4% | $5,795-99.3% | $11,599-99.7% |