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 | $46,071 | $162,136-71.6% | $152,301-69.8% | $154,746-70.2% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 21.62% | 91.02%-69.4pp | 80.50%-58.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $5,737 | $4,890+17.3% | $4,624+24.0% | $4,379+31.0% |
| Participant deferral / active EE | $7,074 | $8,341-15.2% | $8,004-11.6% | $6,730+5.1% |
| Admin fee / account holder | $106 | $15,759-99.3% | $14,398-99.3% | $14,365-99.3% |