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 | $72,690 | $159,978-54.6% | $147,041-50.6% | $145,978-50.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.97% | 98.36%-78.4pp | 419.21%-399.2pp | 550.52%-530.5pp |
| Employer contribution / active EE | $1,386 | $5,288-73.8% | $4,935-71.9% | $4,662-70.3% |
| Participant deferral / active EE | $8,650 | $8,429+2.6% | $8,071+7.2% | $6,690+29.3% |
| Admin fee / account holder | $17 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |