Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,454 | $111,878-32.6% | $93,727-19.5% | $145,897-48.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.45% | 204.28%-191.8pp | 133.83%-121.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,582 | $3,092+15.8% | $2,421+47.9% | $4,663-23.2% |
| Participant deferral / active EE | $11,980 | $4,920+143.5% | $4,417+171.2% | $6,689+79.1% |
| Admin fee / account holder | $62 | $10,256-99.4% | $8,292-99.2% | $13,390-99.5% |