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 | $82,924 | $68,097+21.8% | $62,929+31.8% | $137,256-39.6% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.0%+7.5pp |
| Annual return | 11.61% | 1859.11%-1847.5pp | 1063.93%-1052.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $7,044 | $2,811+150.6% | $2,505+181.3% | $4,156+69.5% |
| Participant deferral / active EE | $8,371 | $4,553+83.9% | $3,888+115.3% | $6,407+30.7% |
| Admin fee / account holder | $207 | $6,521-96.8% | $5,065-95.9% | $12,270-98.3% |