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 | $65,529 | $111,814-41.4% | $93,654-30.0% | $145,959-55.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 17.74% | 203.30%-185.6pp | 133.34%-115.6pp | 561.95%-544.2pp |
| Employer contribution / active EE | $1,678 | $3,092-45.7% | $2,421-30.7% | $4,661-64.0% |
| Participant deferral / active EE | $7,488 | $4,914+52.4% | $4,413+69.7% | $6,689+12.0% |
| Admin fee / account holder | $239 | $10,246-97.7% | $8,282-97.1% | $13,398-98.2% |