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 | $105,995 | $99,079+7.0% | $78,002+35.9% | $273,972-61.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.47% | 217.93%-210.5pp | 425.99%-418.5pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,301 | $3,308-60.7% | $2,470-47.3% | $4,869-73.3% |
| Participant deferral / active EE | $3,824 | $4,306-11.2% | $3,497+9.4% | $5,287-27.7% |
| Admin fee / account holder | $182 | $8,954-98.0% | $5,481-96.7% | $10,133-98.2% |