Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,167 | $183,539-55.8% | $155,556-47.8% | $145,897-44.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 18.00% | 61.31%-43.3pp | 64.84%-46.8pp | 552.29%-534.3pp |
| Employer contribution / active EE | $4,393 | $5,315-17.3% | $4,675-6.0% | $4,663-5.8% |
| Participant deferral / active EE | $9,741 | $6,467+50.6% | $5,631+73.0% | $6,689+45.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |