Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,554 | $156,398-63.8% | $147,318-61.6% | $138,895-59.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.75% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $3,373 | $4,853-30.5% | $4,593-26.6% | $4,194-19.6% |
| Participant deferral / active EE | $5,797 | $8,237-29.6% | $7,906-26.7% | $6,396-9.4% |
| Admin fee / account holder | $96 | $14,976-99.4% | $13,708-99.3% | $12,562-99.2% |