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 | $51,621 | $223,823-76.9% | $211,142-75.6% | $154,746-66.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 27.38% | 50.39%-23.0pp | 46.84%-19.5pp | 172.34%-145.0pp |
| Employer contribution / active EE | $8,283 | $6,787+22.0% | $6,442+28.6% | $4,379+89.1% |
| Participant deferral / active EE | $4,352 | $9,750-55.4% | $9,284-53.1% | $6,730-35.3% |
| Admin fee / account holder | $19 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |