Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,048 | $160,040-64.4% | $147,096-61.2% | $145,877-60.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 31.72% | 98.49%-66.8pp | 419.75%-388.0pp | 551.28%-519.6pp |
| Employer contribution / active EE | $4,845 | $5,289-8.4% | $4,936-1.8% | $4,663+3.9% |
| Participant deferral / active EE | $8,618 | $8,429+2.3% | $8,071+6.8% | $6,691+28.8% |
| Admin fee / account holder | $250 | $15,050-98.3% | $13,005-98.1% | $13,402-98.1% |