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 | $54,013 | $105,623-48.9% | $87,502-38.3% | $273,972-80.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 58.53% | 12.26%+46.3pp | 12.21%+46.3pp | 41.46%+17.1pp |
| Employer contribution / active EE | $3,558 | $3,141+13.3% | $2,550+39.5% | $4,869-26.9% |
| Participant deferral / active EE | $12,610 | $3,601+250.2% | $3,149+300.5% | $5,287+138.5% |
| Admin fee / account holder | $209 | $4,781-95.6% | $4,221-95.0% | $10,133-97.9% |