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 | $88,201 | $117,426-24.9% | $99,470-11.3% | $152,885-42.3% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.5%+3.3pp |
| Annual return | 26.67% | 31.87%-5.2pp | 30.72%-4.1pp | 345.39%-318.7pp |
| Employer contribution / active EE | $2,492 | $3,014-17.3% | $2,540-1.9% | $4,763-47.7% |
| Participant deferral / active EE | $12,941 | $4,086+216.7% | $3,619+257.6% | $5,851+121.2% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,598-100.0% |