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 | $115,123 | $159,934-28.0% | $147,005-21.7% | $145,959-21.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.27% | 98.24%-84.0pp | 418.76%-404.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,738 | $5,287-67.1% | $4,934-64.8% | $4,661-62.7% |
| Participant deferral / active EE | $12,457 | $8,427+47.8% | $8,070+54.4% | $6,689+86.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |