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 | $80,169 | $166,131-51.7% | $164,975-51.4% | $145,877-45.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 13.63% | 100.37%-86.7pp | 70.12%-56.5pp | 551.28%-537.7pp |
| Employer contribution / active EE | $6,452 | $5,276+22.3% | $4,343+48.6% | $4,663+38.4% |
| Participant deferral / active EE | $14,619 | $6,962+110.0% | $6,033+142.3% | $6,691+118.5% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |