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 | $118,003 | $198,462-40.5% | $170,439-30.8% | $147,585-20.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.64% | 257.30%-240.7pp | 205.94%-189.3pp | 578.58%-561.9pp |
| Employer contribution / active EE | $6,474 | $6,184+4.7% | $5,433+19.2% | $4,876+32.8% |
| Participant deferral / active EE | $3,274 | $5,629-41.8% | $4,939-33.7% | $5,439-39.8% |
| Admin fee / account holder | $216 | $16,852-98.7% | $13,881-98.4% | $10,886-98.0% |