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 | $87,624 | $198,457-55.8% | $170,435-48.6% | $147,586-40.6% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 14.91% | 257.30%-242.4pp | 205.94%-191.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $5,768 | $6,183-6.7% | $5,432+6.2% | $4,876+18.3% |
| Participant deferral / active EE | $2,060 | $5,629-63.4% | $4,939-58.3% | $5,439-62.1% |
| Admin fee / account holder | $98 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |