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 | $128,938 | $107,363+20.1% | $92,909+38.8% | $152,897-15.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 26.33% | 145.63%-119.3pp | 109.44%-83.1pp | 345.43%-319.1pp |
| Employer contribution / active EE | $2,136 | $4,222-49.4% | $3,653-41.5% | $4,764-55.2% |
| Participant deferral / active EE | $14,248 | $4,848+193.9% | $4,238+236.2% | $5,851+143.5% |
| Admin fee / account holder | $245 | $7,082-96.5% | $5,795-95.8% | $11,599-97.9% |