Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,556 | $185,312-64.6% | $161,489-59.4% | $154,746-57.6% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 28.42% | 103.84%-75.4pp | 89.72%-61.3pp | 172.34%-143.9pp |
| Employer contribution / active EE | $12,377 | $4,769+159.5% | $4,268+190.0% | $4,379+182.6% |
| Participant deferral / active EE | $9,005 | $6,350+41.8% | $5,630+59.9% | $6,730+33.8% |
| Admin fee / account holder | $278 | $18,654-98.5% | $16,006-98.3% | $14,365-98.1% |