Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,763 | $227,399-78.6% | $189,758-74.3% | $198,609-75.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 18.20% | 61.03%-42.8pp | 52.62%-34.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $7,588 | $5,526+37.3% | $4,767+59.2% | $5,055+50.1% |
| Participant deferral / active EE | $5,875 | $6,837-14.1% | $5,856+0.3% | $6,977-15.8% |
| Admin fee / account holder | $244 | $25,162-99.0% | $20,388-98.8% | $19,030-98.7% |