Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,435 | $184,000-56.8% | $162,185-51.0% | $152,909-48.1% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.5%+6.4pp |
| Annual return | 35.31% | 150.80%-115.5pp | 115.61%-80.3pp | 345.46%-310.2pp |
| Employer contribution / active EE | $11,439 | $6,370+79.6% | $5,613+103.8% | $4,764+140.1% |
| Participant deferral / active EE | $16,480 | $8,033+105.2% | $7,297+125.8% | $5,851+181.6% |
| Admin fee / account holder | $129 | $13,124-99.0% | $10,844-98.8% | $11,601-98.9% |