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 | $160,028-28.6% | $147,080-22.3% | $145,884-21.6% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 21.05% | 98.60%-77.5pp | 420.17%-399.1pp | 551.85%-530.8pp |
| Employer contribution / active EE | $4,786 | $5,286-9.4% | $4,933-3.0% | $4,662+2.7% |
| Participant deferral / active EE | $13,181 | $8,422+56.5% | $8,066+63.4% | $6,690+97.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |