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 | $89,211 | $180,459-50.6% | $154,108-42.1% | $135,380-34.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.04% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $9,183 | $6,035+52.2% | $5,298+73.4% | $4,779+92.2% |
| Participant deferral / active EE | $6,140 | $5,806+5.7% | $5,081+20.9% | $5,609+9.5% |
| Admin fee / account holder | $197 | $16,145-98.8% | $13,411-98.5% | $10,828-98.2% |