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 | $79,193 | $157,304-49.7% | $141,197-43.9% | $152,909-48.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.78% | 64.34%-47.6pp | 71.41%-54.6pp | 345.46%-328.7pp |
| Employer contribution / active EE | $9,933 | $5,263+88.8% | $4,736+109.7% | $4,764+108.5% |
| Participant deferral / active EE | $5,584 | $7,111-21.5% | $6,710-16.8% | $5,851-4.6% |
| Admin fee / account holder | $250 | $12,126-97.9% | $10,265-97.6% | $11,601-97.8% |