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 | $97,986 | $118,708-17.5% | $98,920-0.9% | $158,966-38.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 22.25% | 372.49%-350.2pp | 196.47%-174.2pp | 302.95%-280.7pp |
| Employer contribution / active EE | $1,514 | $3,334-54.6% | $2,689-43.7% | $4,762-68.2% |
| Participant deferral / active EE | $2,908 | $5,089-42.9% | $4,245-31.5% | $5,983-51.4% |
| Admin fee / account holder | $194 | $10,134-98.1% | $6,643-97.1% | $11,250-98.3% |