Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,378 | $106,918+9.8% | $84,021+39.7% | $152,897-23.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 16.79% | 105.01%-88.2pp | 71.32%-54.5pp | 345.43%-328.6pp |
| Employer contribution / active EE | $1,412 | $2,735-48.4% | $1,984-28.8% | $4,764-70.4% |
| Participant deferral / active EE | $6,772 | $4,012+68.8% | $3,239+109.1% | $5,851+15.7% |
| Admin fee / account holder | $15 | $8,288-99.8% | $6,102-99.8% | $11,599-99.9% |