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 | $58,802 | $85,766-31.4% | $136,298-56.9% | $70,126-16.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 30.99% | 31.46%-0.5pp | 5156.27%-5125.3pp | 73.15%-42.2pp |
| Employer contribution / active EE | $2,981 | $2,966+0.5% | $4,696-36.5% | $2,343+27.3% |
| Participant deferral / active EE | $5,651 | $5,051+11.9% | $6,247-9.6% | $3,332+69.6% |
| Admin fee / account holder | $290 | $5,421-94.6% | $9,244-96.9% | $4,645-93.8% |