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 | $83,910 | $166,131-49.5% | $164,975-49.1% | $145,877-42.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 11.96% | 100.37%-88.4pp | 70.12%-58.2pp | 551.28%-539.3pp |
| Employer contribution / active EE | $3,347 | $5,276-36.6% | $4,343-22.9% | $4,663-28.2% |
| Participant deferral / active EE | $5,992 | $6,962-13.9% | $6,033-0.7% | $6,691-10.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |