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 | $51,121 | $160,028-68.1% | $147,080-65.2% | $145,884-65.0% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 11.57% | 98.60%-87.0pp | 420.17%-408.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $3,324 | $5,286-37.1% | $4,933-32.6% | $4,662-28.7% |
| Participant deferral / active EE | $8,893 | $8,422+5.6% | $8,066+10.3% | $6,690+32.9% |
| Admin fee / account holder | $51 | $15,030-99.7% | $12,989-99.6% | $13,392-99.6% |