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 | $92,601 | $165,381-44.0% | $149,730-38.2% | $158,966-41.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.42% | 348.29%-332.9pp | 276.70%-261.3pp | 302.95%-287.5pp |
| Employer contribution / active EE | $4,839 | $5,104-5.2% | $4,645+4.2% | $4,762+1.6% |
| Participant deferral / active EE | $7,282 | $7,182+1.4% | $6,843+6.4% | $5,983+21.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |