Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,514 | $118,875-25.5% | $96,572-8.3% | $167,553-47.2% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.8%+22.5pp | 82.1%+10.2pp |
| Annual return | 9.76% | 50.50%-40.7pp | 37.79%-28.0pp | 478.89%-469.1pp |
| Employer contribution / active EE | $3,044 | $3,121-2.5% | $2,357+29.1% | $4,840-37.1% |
| Participant deferral / active EE | $7,058 | $4,617+52.9% | $3,850+83.3% | $6,343+11.3% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |