Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,233 | $110,212-59.9% | $96,534-54.2% | $139,466-68.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 42.04% | 26.42%+15.6pp | 25.88%+16.2pp | 373.66%-331.6pp |
| Employer contribution / active EE | $6,187 | $3,620+70.9% | $2,965+108.6% | $4,754+30.1% |
| Participant deferral / active EE | $12,961 | $5,547+133.6% | $4,851+167.2% | $6,712+93.1% |
| Admin fee / account holder | $167 | $11,599-98.6% | $8,253-98.0% | $11,409-98.5% |