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 | $99,231 | $227,399-56.4% | $189,758-47.7% | $198,609-50.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.18% | 61.03%-45.9pp | 52.62%-37.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $3,184 | $5,526-42.4% | $4,767-33.2% | $5,055-37.0% |
| Participant deferral / active EE | $10,494 | $6,837+53.5% | $5,856+79.2% | $6,977+50.4% |
| Admin fee / account holder | $5 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |