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 | $91,416 | $209,422-56.3% | $178,503-48.8% | $158,982-42.5% |
| Participation rate | 95.0% | 86.4%+8.6pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 13.12% | 188.81%-175.7pp | 151.12%-138.0pp | 302.99%-289.9pp |
| Employer contribution / active EE | $3,807 | $5,707-33.3% | $5,011-24.0% | $4,763-20.1% |
| Participant deferral / active EE | $2,857 | $5,955-52.0% | $5,202-45.1% | $5,983-52.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |