Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,366 | $99,345-44.3% | $84,753-34.7% | $273,972-79.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 144.64% | 22.93%+121.7pp | 22.78%+121.9pp | 41.46%+103.2pp |
| Employer contribution / active EE | $1,445 | $4,214-65.7% | $3,574-59.6% | $4,869-70.3% |
| Participant deferral / active EE | $5,263 | $4,270+23.3% | $3,712+41.8% | $5,287-0.5% |
| Admin fee / account holder | $57 | $6,645-99.1% | $5,333-98.9% | $10,133-99.4% |