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 | $108,112 | $202,342-46.6% | $172,752-37.4% | $152,897-29.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 18.76% | 1029.83%-1011.1pp | 802.97%-784.2pp | 345.43%-326.7pp |
| Employer contribution / active EE | $1,754 | $5,858-70.1% | $5,144-65.9% | $4,764-63.2% |
| Participant deferral / active EE | $3,279 | $5,948-44.9% | $5,198-36.9% | $5,851-44.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |