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 | $54,367 | $125,778-56.8% | $114,563-52.5% | $154,746-64.9% |
| Participation rate | 73.7% | 75.2%-1.5pp | 72.9%+0.8pp | 80.7%-7.0pp |
| Annual return | 13.45% | 295.14%-281.7pp | 241.09%-227.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $3,309 | $2,806+17.9% | $2,592+27.7% | $4,379-24.4% |
| Participant deferral / active EE | $5,824 | $4,445+31.0% | $4,142+40.6% | $6,730-13.5% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |