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 | $133,634 | $100,041+33.6% | $149,718-10.7% | $70,131+90.5% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.1%+8.9pp | 69.5%+26.5pp |
| Annual return | 21.02% | 27.43%-6.4pp | 1501.67%-1480.6pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,779 | $3,662-51.4% | $5,445-67.3% | $2,342-24.1% |
| Participant deferral / active EE | $7,010 | $4,983+40.7% | $6,569+6.7% | $3,332+110.4% |
| Admin fee / account holder | $18 | $8,286-99.8% | $11,283-99.8% | $4,645-99.6% |