Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,459 | $185,312-71.2% | $161,489-66.9% | $154,746-65.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.51% | 103.84%-93.3pp | 89.72%-79.2pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,946 | $4,769-59.2% | $4,268-54.4% | $4,379-55.6% |
| Participant deferral / active EE | $3,790 | $6,350-40.3% | $5,630-32.7% | $6,730-43.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |