Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,865 | $152,612-47.0% | $125,192-35.4% | $152,897-47.1% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 24.42% | 54.85%-30.4pp | 43.79%-19.4pp | 345.43%-321.0pp |
| Employer contribution / active EE | $2,361 | $4,947-52.3% | $3,866-38.9% | $4,764-50.4% |
| Participant deferral / active EE | $12,793 | $5,868+118.0% | $4,937+159.1% | $5,851+118.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |