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 | $112,922 | $108,942+3.7% | $100,415+12.5% | $145,897-22.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.59% | 58.27%-38.7pp | 49.47%-29.9pp | 552.29%-532.7pp |
| Employer contribution / active EE | $2,406 | $4,422-45.6% | $3,943-39.0% | $4,663-48.4% |
| Participant deferral / active EE | $9,195 | $8,461+8.7% | $8,091+13.6% | $6,689+37.5% |
| Admin fee / account holder | $246 | $9,702-97.5% | $7,906-96.9% | $13,390-98.2% |