Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,895 | $183,539-49.9% | $155,556-40.9% | $145,897-37.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 32.34% | 61.31%-29.0pp | 64.84%-32.5pp | 552.29%-520.0pp |
| Employer contribution / active EE | $6,778 | $5,315+27.5% | $4,675+45.0% | $4,663+45.4% |
| Participant deferral / active EE | $9,135 | $6,467+41.2% | $5,631+62.2% | $6,689+36.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |