Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,144 | $162,136-66.6% | $152,301-64.4% | $154,746-65.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 134.38% | 91.02%+43.4pp | 80.50%+53.9pp | 172.34%-38.0pp |
| Employer contribution / active EE | $6,714 | $4,890+37.3% | $4,624+45.2% | $4,379+53.3% |
| Participant deferral / active EE | $10,717 | $8,341+28.5% | $8,004+33.9% | $6,730+59.2% |
| Admin fee / account holder | $80 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |