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 | $87,873 | $88,702-0.9% | $81,780+7.5% | $145,978-39.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 13.47% | 1029.12%-1015.7pp | 776.27%-762.8pp | 550.52%-537.0pp |
| Employer contribution / active EE | $3,191 | $3,084+3.5% | $2,914+9.5% | $4,662-31.6% |
| Participant deferral / active EE | $6,541 | $4,645+40.8% | $4,321+51.4% | $6,690-2.2% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |