Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,352 | $148,623-67.5% | $135,974-64.4% | $139,466-65.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.11% | 79.30%-60.2pp | 68.30%-49.2pp | 373.66%-354.6pp |
| Employer contribution / active EE | $6,241 | $5,246+19.0% | $4,859+28.4% | $4,754+31.3% |
| Participant deferral / active EE | $12,775 | $8,103+57.7% | $7,760+64.6% | $6,712+90.3% |
| Admin fee / account holder | $236 | $12,406-98.1% | $10,767-97.8% | $11,409-97.9% |