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 | $45,460 | $183,592-75.2% | $155,567-70.8% | $145,959-68.9% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 13.23% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,598 | $5,315-51.1% | $4,674-44.4% | $4,661-44.3% |
| Participant deferral / active EE | $2,522 | $6,464-61.0% | $5,628-55.2% | $6,689-62.3% |
| Admin fee / account holder | $256 | $19,318-98.7% | $15,916-98.4% | $13,398-98.1% |