Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,455 | $100,911-7.4% | $90,440+3.3% | $158,966-41.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 20.73% | 1726.62%-1705.9pp | 1294.38%-1273.7pp | 302.95%-282.2pp |
| Employer contribution / active EE | $4,432 | $3,690+20.1% | $3,263+35.8% | $4,762-6.9% |
| Participant deferral / active EE | $8,270 | $4,348+90.2% | $3,964+108.6% | $5,983+38.2% |
| Admin fee / account holder | $44 | $6,507-99.3% | $5,615-99.2% | $11,250-99.6% |