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 | $93,733 | $115,796-19.1% | $101,264-7.4% | $158,950-41.0% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 19.16% | 56.15%-37.0pp | 46.48%-27.3pp | 302.91%-283.8pp |
| Employer contribution / active EE | $2,116 | $4,175-49.3% | $3,660-42.2% | $4,762-55.6% |
| Participant deferral / active EE | $5,296 | $4,958+6.8% | $4,370+21.2% | $5,983-11.5% |
| Admin fee / account holder | $114 | $7,247-98.4% | $5,947-98.1% | $11,248-99.0% |