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 | $119,525 | $150,447-20.6% | $136,298-12.3% | $147,586-19.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 19.23% | 1049.15%-1029.9pp | 5156.27%-5137.0pp | 578.59%-559.4pp |
| Employer contribution / active EE | $3,264 | $5,256-37.9% | $4,696-30.5% | $4,876-33.1% |
| Participant deferral / active EE | $8,633 | $6,631+30.2% | $6,247+38.2% | $5,439+58.7% |
| Admin fee / account holder | $23 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |