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 | $74,697 | $73,546+1.6% | $63,018+18.5% | $147,586-49.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 17.88% | 175.56%-157.7pp | 87.62%-69.7pp | 578.59%-560.7pp |
| Employer contribution / active EE | $6,068 | $3,324+82.6% | $2,761+119.8% | $4,876+24.4% |
| Participant deferral / active EE | $7,529 | $4,185+79.9% | $3,330+126.1% | $5,439+38.4% |
| Admin fee / account holder | $25 | $5,956-99.6% | $3,601-99.3% | $10,886-99.8% |