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 | $84,545 | $99,079-14.7% | $78,002+8.4% | $273,972-69.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.19% | 217.93%-210.7pp | 425.99%-418.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,749 | $3,308-47.1% | $2,470-29.2% | $4,869-64.1% |
| Participant deferral / active EE | $4,247 | $4,306-1.4% | $3,497+21.4% | $5,287-19.7% |
| Admin fee / account holder | $147 | $8,954-98.4% | $5,481-97.3% | $10,133-98.6% |