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 | $59,291 | $209,422-71.7% | $178,503-66.8% | $158,982-62.7% |
| Participation rate | 76.2% | 86.4%-10.2pp | 81.9%-5.7pp | 82.0%-5.8pp |
| Annual return | 16.13% | 188.81%-172.7pp | 151.12%-135.0pp | 302.99%-286.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,755 | $5,955-53.7% | $5,202-47.0% | $5,983-53.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |