Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,379 | $129,737-60.4% | $119,126-56.9% | $154,746-66.8% |
| Participation rate | 82.4% | 78.9%+3.5pp | 75.8%+6.6pp | 80.7%+1.7pp |
| Annual return | 17.68% | 379.08%-361.4pp | 282.11%-264.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $6,489 | $4,375+48.3% | $4,034+60.9% | $4,379+48.2% |
| Participant deferral / active EE | $5,782 | $5,842-1.0% | $5,318+8.7% | $6,730-14.1% |
| Admin fee / account holder | $103 | $11,961-99.1% | $10,693-99.0% | $14,365-99.3% |