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 | $54,148 | $159,934-66.1% | $147,005-63.2% | $145,959-62.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 38.17% | 98.24%-60.1pp | 418.76%-380.6pp | 561.95%-523.8pp |
| Employer contribution / active EE | $1,711 | $5,287-67.6% | $4,934-65.3% | $4,661-63.3% |
| Participant deferral / active EE | $3,737 | $8,427-55.7% | $8,070-53.7% | $6,689-44.1% |
| Admin fee / account holder | $233 | $15,053-98.4% | $13,006-98.2% | $13,398-98.3% |