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 | $55,948 | $217,427-74.3% | $185,837-69.9% | $167,518-66.6% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 13.74% | 148.39%-134.7pp | 122.08%-108.3pp | 478.71%-465.0pp |
| Employer contribution / active EE | $1,348 | $5,874-77.0% | $5,168-73.9% | $4,838-72.1% |
| Participant deferral / active EE | $2,654 | $6,357-58.3% | $5,568-52.3% | $6,342-58.2% |
| Admin fee / account holder | $94 | $19,816-99.5% | $16,241-99.4% | $12,312-99.2% |