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 | $45,247 | $159,978-71.7% | $147,041-69.2% | $145,978-69.0% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 14.11% | 98.36%-84.3pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $1,329 | $5,288-74.9% | $4,935-73.1% | $4,662-71.5% |
| Participant deferral / active EE | $6,922 | $8,429-17.9% | $8,071-14.2% | $6,690+3.5% |
| Admin fee / account holder | $3 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |