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 | $81,117 | $81,208-0.1% | $98,916-18.0% | $79,858+1.6% |
| Participation rate | 96.7% | 72.5%+24.2pp | 76.0%+20.6pp | 69.6%+27.0pp |
| Annual return | 15.50% | 60.99%-45.5pp | 196.45%-180.9pp | 31.72%-16.2pp |
| Employer contribution / active EE | $2,716 | $1,960+38.6% | $2,689+1.0% | $2,471+9.9% |
| Participant deferral / active EE | $5,788 | $3,265+77.3% | $4,245+36.4% | $3,740+54.8% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |