Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,692 | $165,399-66.3% | $149,745-62.8% | $158,982-65.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 31.61% | 348.34%-316.7pp | 276.72%-245.1pp | 302.99%-271.4pp |
| Employer contribution / active EE | $4,947 | $5,105-3.1% | $4,646+6.5% | $4,763+3.9% |
| Participant deferral / active EE | $7,985 | $7,183+11.2% | $6,843+16.7% | $5,983+33.4% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |