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 | $81,167 | $183,627-55.8% | $155,602-47.8% | $145,978-44.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 18.00% | 61.32%-43.3pp | 64.81%-46.8pp | 550.52%-532.5pp |
| Employer contribution / active EE | $4,393 | $5,316-17.4% | $4,675-6.0% | $4,662-5.8% |
| Participant deferral / active EE | $9,741 | $6,466+50.7% | $5,629+73.1% | $6,690+45.6% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |