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 | $51,588 | $168,636-69.4% | $147,618-65.1% | $125,388-58.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.39% | 77.65%-74.3pp | 61.98%-58.6pp | 282.24%-278.9pp |
| Employer contribution / active EE | $1,397 | $6,252-77.7% | $5,565-74.9% | $4,866-71.3% |
| Participant deferral / active EE | $5,910 | $5,507+7.3% | $4,895+20.7% | $5,352+10.4% |
| Admin fee / account holder | $295 | $13,580-97.8% | $11,612-97.5% | $9,541-96.9% |