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 | $82,322 | $103,000-20.1% | $90,300-8.8% | $152,885-46.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.31% | 95.19%-70.9pp | 78.11%-53.8pp | 345.39%-321.1pp |
| Employer contribution / active EE | $4,599 | $3,138+46.5% | $2,854+61.1% | $4,763-3.4% |
| Participant deferral / active EE | $13,863 | $4,281+223.8% | $3,884+256.9% | $5,851+136.9% |
| Admin fee / account holder | $98 | $6,173-98.4% | $5,353-98.2% | $11,598-99.2% |