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 | $75,925 | $217,427-65.1% | $185,837-59.1% | $167,518-54.7% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 9.03% | 148.39%-139.4pp | 122.08%-113.1pp | 478.71%-469.7pp |
| Employer contribution / active EE | $6,529 | $5,874+11.1% | $5,168+26.3% | $4,838+34.9% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,568+133.5% | $6,342+105.0% |
| Admin fee / account holder | $172 | $19,816-99.1% | $16,241-98.9% | $12,312-98.6% |