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 | $130,246 | $160,028-18.6% | $147,080-11.4% | $145,884-10.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.77% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,558 | $5,286-70.5% | $4,933-68.4% | $4,662-66.6% |
| Participant deferral / active EE | $5,458 | $8,422-35.2% | $8,066-32.3% | $6,690-18.4% |
| Admin fee / account holder | $140 | $15,030-99.1% | $12,989-98.9% | $13,392-99.0% |