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 | $64,533 | $159,934-59.7% | $147,005-56.1% | $145,959-55.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 34.02% | 98.24%-64.2pp | 418.76%-384.7pp | 561.95%-527.9pp |
| Employer contribution / active EE | $4,070 | $5,287-23.0% | $4,934-17.5% | $4,661-12.7% |
| Participant deferral / active EE | $6,540 | $8,427-22.4% | $8,070-19.0% | $6,689-2.2% |
| Admin fee / account holder | $150 | $15,053-99.0% | $13,006-98.8% | $13,398-98.9% |