Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,186 | $162,821-43.4% | $133,978-31.2% | $158,982-42.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.99% | 41.95%-24.0pp | 45.10%-27.1pp | 302.99%-285.0pp |
| Employer contribution / active EE | $11,326 | $4,976+127.6% | $3,919+189.0% | $4,763+137.8% |
| Participant deferral / active EE | $10,101 | $5,910+70.9% | $5,047+100.1% | $5,983+68.8% |
| Admin fee / account holder | $17 | $11,742-99.9% | $8,930-99.8% | $11,252-99.8% |