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 | $119,045 | $105,158+13.2% | $94,672+25.7% | $139,487-14.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.21% | 38.11%-22.9pp | 156.89%-141.7pp | 373.84%-358.6pp |
| Employer contribution / active EE | $3,820 | $4,107-7.0% | $3,673+4.0% | $4,755-19.7% |
| Participant deferral / active EE | $7,004 | $7,599-7.8% | $7,417-5.6% | $6,713+4.3% |
| Admin fee / account holder | $48 | $8,972-99.5% | $7,222-99.3% | $11,407-99.6% |