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 | $78,434 | $227,291-65.5% | $214,702-63.5% | $155,188-49.5% |
| Participation rate | 71.4% | 88.0%-16.5pp | 87.5%-16.0pp | 80.8%-9.4pp |
| Annual return | 62.18% | 60.08%+2.1pp | 54.55%+7.6pp | 148.84%-86.7pp |
| Employer contribution / active EE | $4,160 | $6,772-38.6% | $6,461-35.6% | $4,248-2.1% |
| Participant deferral / active EE | $9,736 | $9,582+1.6% | $9,147+6.4% | $6,531+49.1% |
| Admin fee / account holder | $42 | $20,413-99.8% | $19,830-99.8% | $14,480-99.7% |