Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,536 | $102,595-14.7% | $94,057-6.9% | $154,746-43.4% |
| Participation rate | 77.8% | 76.0%+1.8pp | 73.3%+4.4pp | 80.7%-2.9pp |
| Annual return | 18.11% | 583.42%-565.3pp | 480.62%-462.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,277 | $3,147-27.7% | $2,933-22.4% | $4,379-48.0% |
| Participant deferral / active EE | $6,496 | $5,118+26.9% | $4,709+37.9% | $6,730-3.5% |
| Admin fee / account holder | $17 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |