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 | $108,684 | $107,368+1.2% | $92,915+17.0% | $152,909-28.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 19.99% | 145.64%-125.7pp | 109.45%-89.5pp | 345.46%-325.5pp |
| Employer contribution / active EE | $3,030 | $4,222-28.3% | $3,653-17.1% | $4,764-36.4% |
| Participant deferral / active EE | $5,958 | $4,848+22.9% | $4,238+40.6% | $5,851+1.8% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |