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 | $56,901 | $48,053+18.4% | $84,637-32.8% | $72,976-22.0% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 24.30% | 37.39%-13.1pp | 258.82%-234.5pp | 81.02%-56.7pp |
| Employer contribution / active EE | $3,985 | $1,602+148.8% | $2,653+50.2% | $2,440+63.3% |
| Participant deferral / active EE | $4,282 | $2,681+59.7% | $3,900+9.8% | $3,608+18.7% |
| Admin fee / account holder | $99 | $3,395-97.1% | $4,914-98.0% | $5,124-98.1% |