Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,616 | $212,386-74.8% | $199,883-73.2% | $138,895-61.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 19.60% | 47.75%-28.1pp | 43.81%-24.2pp | 145.39%-125.8pp |
| Employer contribution / active EE | $2,558 | $6,625-61.4% | $6,261-59.1% | $4,194-39.0% |
| Participant deferral / active EE | $5,787 | $9,617-39.8% | $9,138-36.7% | $6,396-9.5% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |