Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,860 | $105,160-4.1% | $94,679+6.5% | $139,456-27.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.42% | 38.04%-16.6pp | 156.75%-135.3pp | 373.45%-352.0pp |
| Employer contribution / active EE | $9,911 | $4,107+141.3% | $3,673+169.9% | $4,753+108.5% |
| Participant deferral / active EE | $22,378 | $7,599+194.5% | $7,417+201.7% | $6,711+233.4% |
| Admin fee / account holder | $135 | $8,988-98.5% | $7,233-98.1% | $11,407-98.8% |