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 | $65,066 | $157,304-58.6% | $141,197-53.9% | $152,909-57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.18% | 64.34%-41.2pp | 71.41%-48.2pp | 345.46%-322.3pp |
| Employer contribution / active EE | $5,220 | $5,263-0.8% | $4,736+10.2% | $4,764+9.6% |
| Participant deferral / active EE | $3,125 | $7,111-56.1% | $6,710-53.4% | $5,851-46.6% |
| Admin fee / account holder | $14 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |