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 | $53,876 | $81,643-34.0% | $70,462-23.5% | $158,950-66.1% |
| Participation rate | 85.7% | 77.7%+8.0pp | 75.1%+10.7pp | 82.0%+3.8pp |
| Annual return | 19.93% | 208.51%-188.6pp | 109.08%-89.1pp | 302.91%-283.0pp |
| Employer contribution / active EE | $2,911 | $3,218-9.5% | $2,737+6.3% | $4,762-38.9% |
| Participant deferral / active EE | $9,405 | $4,555+106.5% | $3,710+153.5% | $5,983+57.2% |
| Admin fee / account holder | $245 | $6,194-96.0% | $3,845-93.6% | $11,248-97.8% |