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 | $82,269 | $148,582-44.6% | $135,942-39.5% | $139,456-41.0% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 17.62% | 79.26%-61.6pp | 68.28%-50.7pp | 373.45%-355.8pp |
| Employer contribution / active EE | $3,837 | $5,245-26.8% | $4,858-21.0% | $4,753-19.3% |
| Participant deferral / active EE | $9,880 | $8,101+22.0% | $7,759+27.3% | $6,711+47.2% |
| Admin fee / account holder | $16 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |