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 | $116,244 | $96,678+20.2% | $86,640+34.2% | $139,466-16.7% |
| Participation rate | 95.8% | 74.4%+21.4pp | 71.7%+24.1pp | 80.3%+15.5pp |
| Annual return | 18.73% | 106.69%-88.0pp | 592.52%-573.8pp | 373.66%-354.9pp |
| Employer contribution / active EE | $4,696 | $3,265+43.8% | $3,024+55.3% | $4,754-1.2% |
| Participant deferral / active EE | $4,402 | $4,837-9.0% | $4,438-0.8% | $6,712-34.4% |
| Admin fee / account holder | $297 | $6,410-95.4% | $5,616-94.7% | $11,409-97.4% |