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 | $83,069 | $115,814-28.3% | $101,275-18.0% | $158,982-47.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.42% | 56.16%-36.7pp | 46.48%-27.1pp | 302.99%-283.6pp |
| Employer contribution / active EE | $3,077 | $4,176-26.3% | $3,660-15.9% | $4,763-35.4% |
| Participant deferral / active EE | $8,471 | $4,958+70.9% | $4,371+93.8% | $5,983+41.6% |
| Admin fee / account holder | $185 | $7,249-97.4% | $5,948-96.9% | $11,252-98.4% |