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 | $75,043 | $111,830-32.9% | $93,696-19.9% | $145,884-48.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.90% | 204.08%-189.2pp | 133.74%-118.8pp | 551.85%-537.0pp |
| Employer contribution / active EE | $3,502 | $3,093+13.2% | $2,422+44.6% | $4,662-24.9% |
| Participant deferral / active EE | $8,421 | $4,920+71.2% | $4,417+90.7% | $6,690+25.9% |
| Admin fee / account holder | $12 | $10,249-99.9% | $8,287-99.9% | $13,392-99.9% |