Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,994 | $106,923-49.5% | $84,023-35.7% | $152,909-64.7% |
| Participation rate | 85.7% | 75.3%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 27.53% | 105.02%-77.5pp | 71.32%-43.8pp | 345.46%-317.9pp |
| Employer contribution / active EE | $1,502 | $2,735-45.1% | $1,984-24.3% | $4,764-68.5% |
| Participant deferral / active EE | $4,414 | $4,013+10.0% | $3,239+36.3% | $5,851-24.6% |
| Admin fee / account holder | $89 | $8,289-98.9% | $6,102-98.5% | $11,601-99.2% |