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 | $89,773 | $175,231-48.8% | $149,696-40.0% | $139,466-35.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.87% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,270 | $5,478-58.6% | $4,821-52.9% | $4,754-52.3% |
| Participant deferral / active EE | $4,761 | $6,521-27.0% | $5,682-16.2% | $6,712-29.1% |
| Admin fee / account holder | $145 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |