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 | $52,669 | $135,956-61.3% | $123,894-57.5% | $273,972-80.8% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 119.68% | 56.63%+63.1pp | 47.52%+72.2pp | 41.46%+78.2pp |
| Employer contribution / active EE | $2,926 | $5,170-43.4% | $4,617-36.6% | $4,869-39.9% |
| Participant deferral / active EE | $6,364 | $6,343+0.3% | $5,984+6.3% | $5,287+20.4% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |