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 | $78,839 | $144,130-45.3% | $117,860-33.1% | $147,585-46.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 11.72% | 531.20%-519.5pp | 335.10%-323.4pp | 578.58%-566.9pp |
| Employer contribution / active EE | $5,713 | $4,897+16.7% | $3,786+50.9% | $4,876+17.2% |
| Participant deferral / active EE | $3,510 | $5,316-34.0% | $4,482-21.7% | $5,439-35.5% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |