Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,865 | $159,978-38.8% | $147,041-33.4% | $145,978-33.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.00% | 98.36%-88.4pp | 419.21%-409.2pp | 550.52%-540.5pp |
| Employer contribution / active EE | $14,229 | $5,288+169.1% | $4,935+188.3% | $4,662+205.2% |
| Participant deferral / active EE | $13,972 | $8,429+65.8% | $8,071+73.1% | $6,690+108.9% |
| Admin fee / account holder | $249 | $15,053-98.3% | $13,006-98.1% | $13,400-98.1% |