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 | $88,548 | $157,304-43.7% | $141,197-37.3% | $152,909-42.1% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 26.48% | 64.34%-37.9pp | 71.41%-44.9pp | 345.46%-319.0pp |
| Employer contribution / active EE | $4,627 | $5,263-12.1% | $4,736-2.3% | $4,764-2.9% |
| Participant deferral / active EE | $6,304 | $7,111-11.3% | $6,710-6.1% | $5,851+7.7% |
| Admin fee / account holder | $27 | $12,126-99.8% | $10,265-99.7% | $11,601-99.8% |