Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,591 | $67,823+27.7% | $52,425+65.2% | $137,256-36.9% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 17.61% | 219.11%-201.5pp | 302.12%-284.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $7,591 | $1,163+552.7% | $914+730.4% | $4,156+82.7% |
| Participant deferral / active EE | $9,538 | $2,288+316.9% | $1,790+432.7% | $6,407+48.9% |
| Admin fee / account holder | $29 | $2,844-99.0% | $2,495-98.9% | $12,270-99.8% |