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 | $82,229 | $115,780-29.0% | $101,255-18.8% | $158,931-48.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.87% | 56.14%-48.3pp | 46.48%-38.6pp | 302.86%-295.0pp |
| Employer contribution / active EE | $5,042 | $4,175+20.8% | $3,660+37.8% | $4,761+5.9% |
| Participant deferral / active EE | $3,073 | $4,958-38.0% | $4,370-29.7% | $5,982-48.6% |
| Admin fee / account holder | $0 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |