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 | $59,300 | $124,425-52.3% | $112,040-47.1% | $137,256-56.8% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 59.15% | 24.72%+34.4pp | 24.52%+34.6pp | 220.34%-161.2pp |
| Employer contribution / active EE | $1,996 | $3,411-41.5% | $2,954-32.4% | $4,156-52.0% |
| Participant deferral / active EE | $6,001 | $5,718+4.9% | $5,098+17.7% | $6,407-6.3% |
| Admin fee / account holder | $254 | $15,207-98.3% | $12,098-97.9% | $12,270-97.9% |