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 | $98,165 | $107,353-8.6% | $92,903+5.7% | $152,885-35.8% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.0%+18.7pp | 82.5%+12.3pp |
| Annual return | 28.13% | 145.62%-117.5pp | 109.43%-81.3pp | 345.39%-317.3pp |
| Employer contribution / active EE | $4,094 | $4,222-3.0% | $3,653+12.1% | $4,763-14.1% |
| Participant deferral / active EE | $6,289 | $4,848+29.7% | $4,238+48.4% | $5,851+7.5% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |