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 | $53,607 | $165,399-67.6% | $149,745-64.2% | $158,982-66.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 38.66% | 348.34%-309.7pp | 276.72%-238.1pp | 302.99%-264.3pp |
| Employer contribution / active EE | $6,681 | $5,105+30.9% | $4,646+43.8% | $4,763+40.3% |
| Participant deferral / active EE | $12,725 | $7,183+77.2% | $6,843+86.0% | $5,983+112.7% |
| Admin fee / account holder | $246 | $10,811-97.7% | $9,312-97.4% | $11,252-97.8% |