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 | $101,025 | $176,105-42.6% | $159,474-36.7% | $167,536-39.7% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 18.99% | 331.91%-312.9pp | 263.68%-244.7pp | 478.82%-459.8pp |
| Employer contribution / active EE | $1,717 | $5,299-67.6% | $4,831-64.5% | $4,839-64.5% |
| Participant deferral / active EE | $6,867 | $7,751-11.4% | $7,353-6.6% | $6,342+8.3% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |