Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,674 | $58,828+72.8% | $78,002+30.3% | $62,881+61.7% |
| Participation rate | 80.8% | 71.1%+9.7pp | 75.5%+5.2pp | 69.3%+11.5pp |
| Annual return | 6.01% | 17.16%-11.2pp | 425.99%-420.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,311 | $1,672+98.1% | $2,470+34.1% | $2,281+45.2% |
| Participant deferral / active EE | $4,350 | $2,686+62.0% | $3,497+24.4% | $3,203+35.8% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |