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 | $51,823 | $114,013-54.5% | $103,693-50.0% | $155,188-66.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.46% | 49.31%-33.9pp | 47.61%-32.2pp | 148.84%-133.4pp |
| Employer contribution / active EE | $4,763 | $3,131+52.1% | $2,920+63.1% | $4,248+12.1% |
| Participant deferral / active EE | $5,473 | $4,970+10.1% | $4,579+19.5% | $6,531-16.2% |
| Admin fee / account holder | $81 | $8,407-99.0% | $7,858-99.0% | $14,480-99.4% |