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 | $25,386 | $107,363-76.4% | $92,909-72.7% | $152,897-83.4% |
| Participation rate | 91.3% | 79.8%+11.5pp | 76.0%+15.3pp | 82.5%+8.9pp |
| Annual return | 120.09% | 145.63%-25.5pp | 109.44%+10.7pp | 345.43%-225.3pp |
| Employer contribution / active EE | $7,318 | $4,222+73.3% | $3,653+100.3% | $4,764+53.6% |
| Participant deferral / active EE | $4,110 | $4,848-15.2% | $4,238-3.0% | $5,851-29.8% |
| Admin fee / account holder | $111 | $7,082-98.4% | $5,795-98.1% | $11,599-99.0% |