Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,901 | $176,120-58.6% | $159,487-54.3% | $167,553-56.5% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 14.26% | 331.95%-317.7pp | 263.71%-249.4pp | 478.89%-464.6pp |
| Employer contribution / active EE | $15,831 | $5,299+198.7% | $4,831+227.7% | $4,840+227.1% |
| Participant deferral / active EE | $11,215 | $7,752+44.7% | $7,354+52.5% | $6,343+76.8% |
| Admin fee / account holder | $5 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |