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 | $51,160 | $198,457-74.2% | $170,435-70.0% | $147,586-65.3% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 19.58% | 257.30%-237.7pp | 205.94%-186.4pp | 578.59%-559.0pp |
| Employer contribution / active EE | $3,321 | $6,183-46.3% | $5,432-38.9% | $4,876-31.9% |
| Participant deferral / active EE | $4,863 | $5,629-13.6% | $4,939-1.5% | $5,439-10.6% |
| Admin fee / account holder | $23 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |