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 | $65,760 | $199,109-67.0% | $173,730-62.1% | $154,746-57.5% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 11.33% | 20.02%-8.7pp | 19.96%-8.6pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,651 | $5,311-68.9% | $4,577-63.9% | $4,379-62.3% |
| Participant deferral / active EE | $11,536 | $7,113+62.2% | $6,326+82.3% | $6,730+71.4% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |