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 | $57,543 | $181,896-68.4% | $156,551-63.2% | $273,972-79.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 57.32% | 30.74%+26.6pp | 32.23%+25.1pp | 41.46%+15.9pp |
| Employer contribution / active EE | $7,866 | $6,248+25.9% | $5,501+43.0% | $4,869+61.6% |
| Participant deferral / active EE | $7,776 | $5,550+40.1% | $4,871+59.6% | $5,287+47.1% |
| Admin fee / account holder | $50 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |