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 | $114,317 | $160,040-28.6% | $147,096-22.3% | $145,877-21.6% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 21.05% | 98.49%-77.4pp | 419.75%-398.7pp | 551.28%-530.2pp |
| Employer contribution / active EE | $4,786 | $5,289-9.5% | $4,936-3.0% | $4,663+2.6% |
| Participant deferral / active EE | $13,181 | $8,429+56.4% | $8,071+63.3% | $6,691+97.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |