Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,459 | $166,268-40.8% | $165,100-40.4% | $145,897-32.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.07% | 100.52%-84.4pp | 70.21%-54.1pp | 552.29%-536.2pp |
| Employer contribution / active EE | $3,050 | $5,284-42.3% | $4,348-29.9% | $4,663-34.6% |
| Participant deferral / active EE | $6,817 | $6,964-2.1% | $6,035+13.0% | $6,689+1.9% |
| Admin fee / account holder | $17 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |