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 | $73,826 | $157,296-53.1% | $141,191-47.7% | $152,897-51.7% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 16.78% | 64.34%-47.6pp | 71.41%-54.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $13,127 | $5,262+149.4% | $4,736+177.2% | $4,764+175.6% |
| Participant deferral / active EE | $7,975 | $7,111+12.1% | $6,710+18.8% | $5,851+36.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |