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 | $51,964 | $125,797-58.7% | $170,043-69.4% | $75,173-30.9% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.0%+4.7pp | 67.2%+24.5pp |
| Annual return | 222.09% | 27.20%+194.9pp | 53.40%+168.7pp | 160.72%+61.4pp |
| Employer contribution / active EE | $10,766 | $4,616+133.2% | $6,790+58.6% | $2,671+303.1% |
| Participant deferral / active EE | $9,379 | $6,838+37.2% | $10,410-9.9% | $4,126+127.3% |
| Admin fee / account holder | $124 | $8,177-98.5% | $12,824-99.0% | $5,651-97.8% |