Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,553 | $69,274+3.3% | $64,097+11.6% | $139,487-48.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 67.67% | 46.00%+21.7pp | 33.75%+33.9pp | 373.84%-306.2pp |
| Employer contribution / active EE | $16,744 | $3,187+425.4% | $2,750+508.9% | $4,755+252.2% |
| Participant deferral / active EE | $17,826 | $4,685+280.5% | $3,881+359.3% | $6,713+165.6% |
| Admin fee / account holder | $131 | $4,247-96.9% | $3,070-95.7% | $11,407-98.9% |