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 | $100,153 | $87,060+15.0% | $105,591-5.1% | $80,911+23.8% |
| Participation rate | 84.6% | 70.4%+14.2pp | 75.3%+9.3pp | 67.6%+17.0pp |
| Annual return | 45.57% | 17.05%+28.5pp | 116.43%-70.9pp | 35.63%+9.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,442-100.0% | $11,024-100.0% | $6,935-100.0% |