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 | $53,108 | $209,425-74.6% | $178,499-70.2% | $158,966-66.6% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 26.38% | 188.80%-162.4pp | 151.10%-124.7pp | 302.95%-276.6pp |
| Employer contribution / active EE | $2,773 | $5,707-51.4% | $5,011-44.7% | $4,762-41.8% |
| Participant deferral / active EE | $8,199 | $5,955+37.7% | $5,202+57.6% | $5,983+37.0% |
| Admin fee / account holder | $229 | $17,078-98.7% | $13,986-98.4% | $11,250-98.0% |