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 | $47,881 | $175,231-72.7% | $149,696-68.0% | $139,466-65.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.48% | 166.77%-150.3pp | 134.46%-118.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,351 | $5,478-75.3% | $4,821-72.0% | $4,754-71.6% |
| Participant deferral / active EE | $3,562 | $6,521-45.4% | $5,682-37.3% | $6,712-46.9% |
| Admin fee / account holder | $233 | $16,155-98.6% | $13,212-98.2% | $11,409-98.0% |