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 | $47,804 | $117,829-59.4% | $102,423-53.3% | $145,877-67.2% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 13.01% | 31.83%-18.8pp | 29.42%-16.4pp | 551.28%-538.3pp |
| Employer contribution / active EE | $3,240 | $3,615-10.4% | $3,023+7.2% | $4,663-30.5% |
| Participant deferral / active EE | $5,752 | $5,732+0.3% | $5,054+13.8% | $6,691-14.0% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |