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 | $61,000 | $175,259-65.2% | $149,723-59.3% | $139,487-56.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 34.43% | 166.82%-132.4pp | 134.50%-100.1pp | 373.84%-339.4pp |
| Employer contribution / active EE | $2,901 | $5,478-47.1% | $4,821-39.8% | $4,755-39.0% |
| Participant deferral / active EE | $5,622 | $6,522-13.8% | $5,682-1.1% | $6,713-16.2% |
| Admin fee / account holder | $94 | $16,158-99.4% | $13,215-99.3% | $11,407-99.2% |