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 | $98,096 | $114,013-14.0% | $103,693-5.4% | $155,188-36.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 28.86% | 49.31%-20.5pp | 47.61%-18.8pp | 148.84%-120.0pp |
| Employer contribution / active EE | $11,094 | $3,131+254.3% | $2,920+279.9% | $4,248+161.2% |
| Participant deferral / active EE | $39,201 | $4,970+688.8% | $4,579+756.1% | $6,531+500.2% |
| Admin fee / account holder | $172 | $8,407-98.0% | $7,858-97.8% | $14,480-98.8% |