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 | $93,102 | $165,399-43.7% | $149,745-37.8% | $158,982-41.4% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 44.62% | 348.34%-303.7pp | 276.72%-232.1pp | 302.99%-258.4pp |
| Employer contribution / active EE | $5,817 | $5,105+13.9% | $4,646+25.2% | $4,763+22.1% |
| Participant deferral / active EE | $7,882 | $7,183+9.7% | $6,843+15.2% | $5,983+31.7% |
| Admin fee / account holder | $147 | $10,811-98.6% | $9,312-98.4% | $11,252-98.7% |