Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,656 | $111,814-24.3% | $93,654-9.6% | $145,959-42.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 12.44% | 203.30%-190.9pp | 133.34%-120.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $15,176 | $3,092+390.9% | $2,421+526.9% | $4,661+225.6% |
| Participant deferral / active EE | $11,500 | $4,914+134.0% | $4,413+160.6% | $6,689+71.9% |
| Admin fee / account holder | $217 | $10,246-97.9% | $8,282-97.4% | $13,398-98.4% |