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 | $60,145 | $87,878-31.6% | $97,411-38.3% | $82,637-27.2% |
| Participation rate | 91.9% | 75.6%+16.3pp | 80.4%+11.5pp | 68.1%+23.8pp |
| Annual return | 53.06% | 54.63%-1.6pp | 34.72%+18.3pp | 53.51%-0.4pp |
| Employer contribution / active EE | $6,745 | $3,800+77.5% | $4,210+60.2% | $2,552+164.3% |
| Participant deferral / active EE | $13,808 | $5,525+149.9% | $5,886+134.6% | $4,126+234.6% |
| Admin fee / account holder | $57 | $6,743-99.1% | $7,145-99.2% | $7,339-99.2% |