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 | $94,341 | $148,582-36.5% | $135,942-30.6% | $139,456-32.4% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 27.57% | 79.26%-51.7pp | 68.28%-40.7pp | 373.45%-345.9pp |
| Employer contribution / active EE | $2,756 | $5,245-47.5% | $4,858-43.3% | $4,753-42.0% |
| Participant deferral / active EE | $7,296 | $8,101-9.9% | $7,759-6.0% | $6,711+8.7% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |