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 | $92,790 | $90,489+2.5% | $76,051+22.0% | $145,978-36.4% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.1%+16.6pp | 80.3%+5.4pp |
| Annual return | 11.86% | 622.78%-610.9pp | 360.42%-348.6pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,698 | $3,319-18.7% | $2,690+0.3% | $4,662-42.1% |
| Participant deferral / active EE | $7,010 | $5,164+35.7% | $4,257+64.7% | $6,690+4.8% |
| Admin fee / account holder | $0 | $8,374-100.0% | $6,416-100.0% | $13,400-100.0% |