Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,088 | $209,425-42.2% | $178,499-32.2% | $158,966-23.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.02% | 188.80%-175.8pp | 151.10%-138.1pp | 302.95%-289.9pp |
| Employer contribution / active EE | $4,091 | $5,707-28.3% | $5,011-18.4% | $4,762-14.1% |
| Participant deferral / active EE | $3,746 | $5,955-37.1% | $5,202-28.0% | $5,983-37.4% |
| Admin fee / account holder | $292 | $17,078-98.3% | $13,986-97.9% | $11,250-97.4% |