Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,852 | $107,368+3.2% | $92,915+19.3% | $152,909-27.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.28% | 145.64%-122.4pp | 109.45%-86.2pp | 345.46%-322.2pp |
| Employer contribution / active EE | $3,671 | $4,222-13.1% | $3,653+0.5% | $4,764-22.9% |
| Participant deferral / active EE | $6,840 | $4,848+41.1% | $4,238+61.4% | $5,851+16.9% |
| Admin fee / account holder | $32 | $7,082-99.6% | $5,796-99.5% | $11,601-99.7% |