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 | $115,456 | $103,000+12.1% | $90,300+27.9% | $152,885-24.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 22.37% | 95.19%-72.8pp | 78.11%-55.7pp | 345.39%-323.0pp |
| Employer contribution / active EE | $1,307 | $3,138-58.4% | $2,854-54.2% | $4,763-72.6% |
| Participant deferral / active EE | $2,016 | $4,281-52.9% | $3,884-48.1% | $5,851-65.5% |
| Admin fee / account holder | $50 | $6,173-99.2% | $5,353-99.1% | $11,598-99.6% |