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 | $94,222 | $148,629-36.6% | $135,982-30.7% | $139,487-32.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.06% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.8pp |
| Employer contribution / active EE | $9,281 | $5,247+76.9% | $4,859+91.0% | $4,755+95.2% |
| Participant deferral / active EE | $6,929 | $8,102-14.5% | $7,760-10.7% | $6,713+3.2% |
| Admin fee / account holder | $218 | $12,406-98.2% | $10,767-98.0% | $11,407-98.1% |