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 | $49,834 | $89,370-44.2% | $141,197-64.7% | $72,976-31.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.75% | 111.88%-84.1pp | 71.41%-43.7pp | 81.02%-53.3pp |
| Employer contribution / active EE | $7,464 | $3,115+139.6% | $4,736+57.6% | $2,440+205.9% |
| Participant deferral / active EE | $7,993 | $5,419+47.5% | $6,710+19.1% | $3,608+121.6% |
| Admin fee / account holder | $181 | $5,957-97.0% | $10,265-98.2% | $5,124-96.5% |