Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,554 | $160,070-61.5% | $147,117-58.2% | $145,897-57.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.76% | 98.69%-86.9pp | 420.54%-408.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $11,681 | $5,285+121.0% | $4,932+136.8% | $4,663+150.5% |
| Participant deferral / active EE | $11,701 | $8,419+39.0% | $8,065+45.1% | $6,689+74.9% |
| Admin fee / account holder | $45 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |