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 | $104,257 | $175,231-40.5% | $149,696-30.4% | $139,466-25.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.20% | 166.77%-140.6pp | 134.46%-108.3pp | 373.66%-347.5pp |
| Employer contribution / active EE | $2,521 | $5,478-54.0% | $4,821-47.7% | $4,754-47.0% |
| Participant deferral / active EE | $4,486 | $6,521-31.2% | $5,682-21.1% | $6,712-33.2% |
| Admin fee / account holder | $92 | $16,155-99.4% | $13,212-99.3% | $11,409-99.2% |