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 | $52,509 | $171,272-69.3% | $127,803-58.9% | $152,909-65.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 22.07% | 23.54%-1.5pp | 26.14%-4.1pp | 345.46%-323.4pp |
| Employer contribution / active EE | $5,418 | $5,451-0.6% | $4,576+18.4% | $4,764+13.7% |
| Participant deferral / active EE | $11,504 | $7,043+63.3% | $6,023+91.0% | $5,851+96.6% |
| Admin fee / account holder | $16 | $14,540-99.9% | $9,399-99.8% | $11,601-99.9% |