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 | $82,470 | $150,445-45.2% | $136,297-39.5% | $147,585-44.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 14.10% | 1049.14%-1035.0pp | 5156.16%-5142.1pp | 578.57%-564.5pp |
| Employer contribution / active EE | $2,718 | $5,256-48.3% | $4,696-42.1% | $4,876-44.3% |
| Participant deferral / active EE | $8,478 | $6,631+27.9% | $6,247+35.7% | $5,439+55.9% |
| Admin fee / account holder | $148 | $10,906-98.6% | $9,244-98.4% | $10,885-98.6% |