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 | $42,806 | $209,425-79.6% | $178,499-76.0% | $158,966-73.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.33% | 188.80%-176.5pp | 151.10%-138.8pp | 302.95%-290.6pp |
| Employer contribution / active EE | $5,252 | $5,707-8.0% | $5,011+4.8% | $4,762+10.3% |
| Participant deferral / active EE | $3,967 | $5,955-33.4% | $5,202-23.7% | $5,983-33.7% |
| Admin fee / account holder | $274 | $17,078-98.4% | $13,986-98.0% | $11,250-97.6% |