Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,995 | $118,877+14.4% | $96,570+40.8% | $167,536-18.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.18% | 50.50%-37.3pp | 37.79%-24.6pp | 478.82%-465.6pp |
| Employer contribution / active EE | $2,462 | $3,121-21.1% | $2,357+4.4% | $4,839-49.1% |
| Participant deferral / active EE | $4,768 | $4,617+3.3% | $3,849+23.9% | $6,342-24.8% |
| Admin fee / account holder | $4 | $8,069-99.9% | $6,182-99.9% | $12,315-100.0% |