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 | $132,705 | $150,447-11.8% | $136,298-2.6% | $147,586-10.1% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 19.23% | 1049.15%-1029.9pp | 5156.27%-5137.0pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,667 | $5,256-68.3% | $4,696-64.5% | $4,876-65.8% |
| Participant deferral / active EE | $5,523 | $6,631-16.7% | $6,247-11.6% | $5,439+1.5% |
| Admin fee / account holder | $4 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |