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 | $51,631 | $148,623-65.3% | $135,974-62.0% | $139,466-63.0% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 27.02% | 79.30%-52.3pp | 68.30%-41.3pp | 373.66%-346.6pp |
| Employer contribution / active EE | $7,627 | $5,246+45.4% | $4,859+57.0% | $4,754+60.4% |
| Participant deferral / active EE | $19,915 | $8,103+145.8% | $7,760+156.6% | $6,712+196.7% |
| Admin fee / account holder | $64 | $12,406-99.5% | $10,767-99.4% | $11,409-99.4% |