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 | $54,966 | $157,276-65.1% | $141,177-61.1% | $152,885-64.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 37.34% | 64.33%-27.0pp | 71.40%-34.1pp | 345.39%-308.1pp |
| Employer contribution / active EE | $11,370 | $5,262+116.1% | $4,736+140.1% | $4,763+138.7% |
| Participant deferral / active EE | $7,581 | $7,110+6.6% | $6,710+13.0% | $5,851+29.6% |
| Admin fee / account holder | $4 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |