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 | $78,674 | $198,457-60.4% | $170,435-53.8% | $147,586-46.7% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 24.71% | 257.30%-232.6pp | 205.94%-181.2pp | 578.59%-553.9pp |
| Employer contribution / active EE | $2,510 | $6,183-59.4% | $5,432-53.8% | $4,876-48.5% |
| Participant deferral / active EE | $4,477 | $5,629-20.5% | $4,939-9.4% | $5,439-17.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |