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 | $54,081 | $166,131-67.4% | $164,975-67.2% | $145,877-62.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 15.75% | 100.37%-84.6pp | 70.12%-54.4pp | 551.28%-535.5pp |
| Employer contribution / active EE | $3,481 | $5,276-34.0% | $4,343-19.9% | $4,663-25.4% |
| Participant deferral / active EE | $6,497 | $6,962-6.7% | $6,033+7.7% | $6,691-2.9% |
| Admin fee / account holder | $36 | $16,648-99.8% | $12,688-99.7% | $13,402-99.7% |