Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,498 | $107,368-53.0% | $92,915-45.7% | $152,909-67.0% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 13.32% | 145.64%-132.3pp | 109.45%-96.1pp | 345.46%-332.1pp |
| Employer contribution / active EE | $4,806 | $4,222+13.8% | $3,653+31.5% | $4,764+0.9% |
| Participant deferral / active EE | $6,045 | $4,848+24.7% | $4,238+42.6% | $5,851+3.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |