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 | $115,300 | $168,636-31.6% | $147,617-21.9% | $125,393-8.0% |
| Participation rate | 95.0% | 88.8%+6.2pp | 84.6%+10.4pp | 83.2%+11.8pp |
| Annual return | -2.92% | 77.65%-80.6pp | 61.98%-64.9pp | 282.23%-285.2pp |
| Employer contribution / active EE | $7,824 | $6,252+25.1% | $5,565+40.6% | $4,866+60.8% |
| Participant deferral / active EE | $3,074 | $5,507-44.2% | $4,895-37.2% | $5,351-42.6% |
| Admin fee / account holder | $291 | $13,580-97.9% | $11,611-97.5% | $9,541-96.9% |