Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,562 | $183,516-61.5% | $155,534-54.6% | $145,884-51.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.99% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $8,387 | $5,315+57.8% | $4,675+79.4% | $4,662+79.9% |
| Participant deferral / active EE | $7,207 | $6,467+11.4% | $5,630+28.0% | $6,690+7.7% |
| Admin fee / account holder | $6 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |