Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,667 | $159,978-53.3% | $147,041-49.2% | $145,978-48.9% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 18.18% | 98.36%-80.2pp | 419.21%-401.0pp | 550.52%-532.3pp |
| Employer contribution / active EE | $11,605 | $5,288+119.5% | $4,935+135.2% | $4,662+148.9% |
| Participant deferral / active EE | $3,752 | $8,429-55.5% | $8,071-53.5% | $6,690-43.9% |
| Admin fee / account holder | $26 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |