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 | $86,775 | $175,231-50.5% | $149,696-42.0% | $139,466-37.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.31% | 166.77%-145.5pp | 134.46%-113.1pp | 373.66%-352.4pp |
| Employer contribution / active EE | $2,411 | $5,478-56.0% | $4,821-50.0% | $4,754-49.3% |
| Participant deferral / active EE | $8,210 | $6,521+25.9% | $5,682+44.5% | $6,712+22.3% |
| Admin fee / account holder | $123 | $16,155-99.2% | $13,212-99.1% | $11,409-98.9% |