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 | $70,416 | $102,635-31.4% | $86,209-18.3% | $139,456-49.5% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.0%+7.5pp | 80.3%-3.9pp |
| Annual return | 16.96% | 1923.53%-1906.6pp | 1169.05%-1152.1pp | 373.45%-356.5pp |
| Employer contribution / active EE | $4,462 | $3,034+47.1% | $2,381+87.4% | $4,753-6.1% |
| Participant deferral / active EE | $4,831 | $4,677+3.3% | $3,986+21.2% | $6,711-28.0% |
| Admin fee / account holder | $213 | $8,661-97.5% | $6,853-96.9% | $11,407-98.1% |