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 | $101,713 | $135,645-25.0% | $110,243-7.7% | $135,379-24.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 6.19% | 513.24%-507.0pp | 314.76%-308.6pp | 519.79%-513.6pp |
| Employer contribution / active EE | $2,228 | $4,907-54.6% | $3,827-41.8% | $4,779-53.4% |
| Participant deferral / active EE | $3,320 | $5,507-39.7% | $4,672-28.9% | $5,609-40.8% |
| Admin fee / account holder | $34 | $11,458-99.7% | $8,548-99.6% | $10,828-99.7% |