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 | $95,416 | $148,582-35.8% | $135,942-29.8% | $139,456-31.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.12% | 79.26%-60.1pp | 68.28%-49.2pp | 373.45%-354.3pp |
| Employer contribution / active EE | $4,993 | $5,245-4.8% | $4,858+2.8% | $4,753+5.1% |
| Participant deferral / active EE | $12,959 | $8,101+60.0% | $7,759+67.0% | $6,711+93.1% |
| Admin fee / account holder | $78 | $12,402-99.4% | $10,764-99.3% | $11,407-99.3% |