Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,389 | $208,088-50.3% | $186,193-44.5% | $154,746-33.2% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 19.70% | 89.97%-70.3pp | 78.03%-58.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $5,801 | $4,340+33.7% | $3,918+48.1% | $4,379+32.5% |
| Participant deferral / active EE | $11,659 | $7,078+64.7% | $6,513+79.0% | $6,730+73.2% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |