Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,265 | $175,259-65.6% | $149,723-59.7% | $139,487-56.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 16.57% | 166.82%-150.3pp | 134.50%-117.9pp | 373.84%-357.3pp |
| Employer contribution / active EE | $1,774 | $5,478-67.6% | $4,821-63.2% | $4,755-62.7% |
| Participant deferral / active EE | $6,138 | $6,522-5.9% | $5,682+8.0% | $6,713-8.6% |
| Admin fee / account holder | $81 | $16,158-99.5% | $13,215-99.4% | $11,407-99.3% |