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 | $56,710 | $165,381-65.7% | $149,730-62.1% | $158,966-64.3% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 20.24% | 348.29%-328.1pp | 276.70%-256.5pp | 302.95%-282.7pp |
| Employer contribution / active EE | $4,712 | $5,104-7.7% | $4,645+1.4% | $4,762-1.1% |
| Participant deferral / active EE | $8,087 | $7,182+12.6% | $6,843+18.2% | $5,983+35.2% |
| Admin fee / account holder | $72 | $10,809-99.3% | $9,310-99.2% | $11,250-99.4% |