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 | $142,895 | $116,203+23.0% | $93,621+52.6% | $152,897-6.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 21.07% | 35.96%-14.9pp | 32.76%-11.7pp | 345.43%-324.4pp |
| Employer contribution / active EE | $1,800 | $3,219-44.1% | $2,719-33.8% | $4,764-62.2% |
| Participant deferral / active EE | $7,308 | $4,605+58.7% | $4,070+79.6% | $5,851+24.9% |
| Admin fee / account holder | $222 | $10,751-97.9% | $7,890-97.2% | $11,599-98.1% |