Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,656 | $111,878-24.3% | $93,727-9.7% | $145,897-42.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 12.44% | 204.28%-191.8pp | 133.83%-121.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $15,176 | $3,092+390.8% | $2,421+526.8% | $4,663+225.5% |
| Participant deferral / active EE | $11,500 | $4,920+133.7% | $4,417+160.4% | $6,689+71.9% |
| Admin fee / account holder | $217 | $10,256-97.9% | $8,292-97.4% | $13,390-98.4% |