Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,063 | $160,070-71.8% | $147,117-69.4% | $145,897-69.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 22.76% | 98.69%-75.9pp | 420.54%-397.8pp | 552.29%-529.5pp |
| Employer contribution / active EE | $3,601 | $5,285-31.9% | $4,932-27.0% | $4,663-22.8% |
| Participant deferral / active EE | $9,356 | $8,419+11.1% | $8,065+16.0% | $6,689+39.9% |
| Admin fee / account holder | $12 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |