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 | $90,804 | $78,707+15.4% | $117,861-23.0% | $70,126+29.5% |
| Participation rate | 89.7% | 73.2%+16.5pp | 79.7%+10.0pp | 69.5%+20.1pp |
| Annual return | 19.22% | 23.30%-4.1pp | 335.11%-315.9pp | 73.15%-53.9pp |
| Employer contribution / active EE | $8,164 | $2,223+267.2% | $3,786+115.6% | $2,343+248.5% |
| Participant deferral / active EE | $4,237 | $3,297+28.5% | $4,482-5.5% | $3,332+27.2% |
| Admin fee / account holder | $130 | $5,066-97.4% | $8,021-98.4% | $4,645-97.2% |