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 | $89,007 | $166,268-46.5% | $165,100-46.1% | $145,897-39.0% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 12.23% | 100.52%-88.3pp | 70.21%-58.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,416 | $5,284-54.3% | $4,348-44.4% | $4,663-48.2% |
| Participant deferral / active EE | $6,420 | $6,964-7.8% | $6,035+6.4% | $6,689-4.0% |
| Admin fee / account holder | $292 | $16,659-98.2% | $12,696-97.7% | $13,390-97.8% |