Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,877 | $72,071-29.4% | $68,368-25.6% | $137,256-62.9% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 24.30% | 353.14%-328.8pp | 292.57%-268.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $4,078 | $2,788+46.3% | $2,649+54.0% | $4,156-1.9% |
| Participant deferral / active EE | $9,015 | $4,410+104.4% | $4,123+118.7% | $6,407+40.7% |
| Admin fee / account holder | $58 | $5,336-98.9% | $5,150-98.9% | $12,270-99.5% |