Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,423 | $102,595-27.5% | $94,057-20.9% | $154,746-51.9% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 25.88% | 583.42%-557.5pp | 480.62%-454.7pp | 172.34%-146.5pp |
| Employer contribution / active EE | $22,239 | $3,147+606.6% | $2,933+658.2% | $4,379+407.8% |
| Participant deferral / active EE | $6,714 | $5,118+31.2% | $4,709+42.6% | $6,730-0.2% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |