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 | $51,123 | $107,353-52.4% | $92,903-45.0% | $152,885-66.6% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.5%+10.4pp |
| Annual return | 24.21% | 145.62%-121.4pp | 109.43%-85.2pp | 345.39%-321.2pp |
| Employer contribution / active EE | $1,189 | $4,222-71.8% | $3,653-67.5% | $4,763-75.0% |
| Participant deferral / active EE | $8,306 | $4,848+71.3% | $4,238+96.0% | $5,851+42.0% |
| Admin fee / account holder | $113 | $7,081-98.4% | $5,795-98.1% | $11,598-99.0% |