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 | $84,766 | $183,988-53.9% | $162,177-47.7% | $152,897-44.6% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.6%+1.9pp | 82.5%+7.0pp |
| Annual return | 23.60% | 150.79%-127.2pp | 115.60%-92.0pp | 345.43%-321.8pp |
| Employer contribution / active EE | $5,278 | $6,370-17.1% | $5,613-6.0% | $4,764+10.8% |
| Participant deferral / active EE | $10,283 | $8,032+28.0% | $7,297+40.9% | $5,851+75.7% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |