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 | $119,024 | $165,939-28.3% | $122,354-2.7% | $147,586-19.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 21.22% | 34.56%-13.3pp | 30.28%-9.1pp | 578.59%-557.4pp |
| Employer contribution / active EE | $2,521 | $5,754-56.2% | $4,051-37.8% | $4,876-48.3% |
| Participant deferral / active EE | $3,286 | $4,005-18.0% | $3,2870% | $5,439-39.6% |
| Admin fee / account holder | $32 | $7,425-99.6% | $5,479-99.4% | $10,886-99.7% |