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 | $81,955 | $165,399-50.5% | $149,745-45.3% | $158,982-48.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 18.37% | 348.34%-330.0pp | 276.72%-258.4pp | 302.99%-284.6pp |
| Employer contribution / active EE | $5,163 | $5,105+1.1% | $4,646+11.1% | $4,763+8.4% |
| Participant deferral / active EE | $11,953 | $7,183+66.4% | $6,843+74.7% | $5,983+99.8% |
| Admin fee / account holder | $3 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |