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 | $71,827 | $115,814-38.0% | $101,275-29.1% | $158,982-54.8% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 20.95% | 56.16%-35.2pp | 46.48%-25.5pp | 302.99%-282.0pp |
| Employer contribution / active EE | $2,997 | $4,176-28.2% | $3,660-18.1% | $4,763-37.1% |
| Participant deferral / active EE | $9,863 | $4,958+98.9% | $4,371+125.7% | $5,983+64.8% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |