Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,866 | $110,410-24.0% | $102,437-18.1% | $145,897-42.5% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 13.71% | 24.85%-11.1pp | 24.95%-11.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $10,764 | $4,217+155.2% | $3,871+178.1% | $4,663+130.9% |
| Participant deferral / active EE | $9,436 | $5,622+67.9% | $5,060+86.5% | $6,689+41.1% |
| Admin fee / account holder | $33 | $9,745-99.7% | $8,388-99.6% | $13,390-99.8% |