Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,034 | $217,432-60.4% | $185,851-53.7% | $167,553-48.7% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 10.93% | 148.43%-137.5pp | 122.11%-111.2pp | 478.89%-468.0pp |
| Employer contribution / active EE | $13,846 | $5,874+135.7% | $5,168+167.9% | $4,840+186.1% |
| Participant deferral / active EE | $9,398 | $6,357+47.8% | $5,569+68.8% | $6,343+48.2% |
| Admin fee / account holder | $224 | $19,820-98.9% | $16,245-98.6% | $12,316-98.2% |