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 | $53,703 | $165,399-67.5% | $149,745-64.1% | $158,982-66.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 34.27% | 348.34%-314.1pp | 276.72%-242.5pp | 302.99%-268.7pp |
| Employer contribution / active EE | $4,344 | $5,105-14.9% | $4,646-6.5% | $4,763-8.8% |
| Participant deferral / active EE | $11,640 | $7,183+62.1% | $6,843+70.1% | $5,983+94.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |