Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,913 | $183,539-48.3% | $155,556-39.0% | $145,897-34.9% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 16.26% | 61.31%-45.0pp | 64.84%-48.6pp | 552.29%-536.0pp |
| Employer contribution / active EE | $8,943 | $5,315+68.3% | $4,675+91.3% | $4,663+91.8% |
| Participant deferral / active EE | $8,366 | $6,467+29.4% | $5,631+48.6% | $6,689+25.1% |
| Admin fee / account holder | $195 | $19,275-99.0% | $15,885-98.8% | $13,390-98.5% |