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 | $59,023 | $175,231-66.3% | $149,696-60.6% | $139,466-57.7% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 19.14% | 166.77%-147.6pp | 134.46%-115.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $5,261 | $5,478-4.0% | $4,821+9.1% | $4,754+10.7% |
| Participant deferral / active EE | $6,216 | $6,521-4.7% | $5,682+9.4% | $6,712-7.4% |
| Admin fee / account holder | $239 | $16,155-98.5% | $13,212-98.2% | $11,409-97.9% |