Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,767 | $109,411-40.8% | $89,435-27.6% | $158,982-59.3% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.7pp |
| Annual return | 21.26% | 345.68%-324.4pp | 245.55%-224.3pp | 302.99%-281.7pp |
| Employer contribution / active EE | $4,998 | $3,173+57.5% | $2,587+93.2% | $4,763+4.9% |
| Participant deferral / active EE | $10,772 | $4,600+134.2% | $3,890+176.9% | $5,983+80.0% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |