Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,913 | $166,242-70.0% | $165,071-69.8% | $145,884-65.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.85% | 100.44%-84.6pp | 70.17%-54.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $5,821 | $5,283+10.2% | $4,347+33.9% | $4,662+24.9% |
| Participant deferral / active EE | $3,649 | $6,964-47.6% | $6,035-39.5% | $6,690-45.5% |
| Admin fee / account holder | $16 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |