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 | $94,939 | $124,175-23.5% | $108,405-12.4% | $167,553-43.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.62% | 1380.13%-1368.5pp | 905.55%-893.9pp | 478.89%-467.3pp |
| Employer contribution / active EE | $2,916 | $4,188-30.4% | $3,559-18.1% | $4,840-39.7% |
| Participant deferral / active EE | $8,550 | $6,908+23.8% | $6,563+30.3% | $6,343+34.8% |
| Admin fee / account holder | $173 | $9,457-98.2% | $7,297-97.6% | $12,316-98.6% |