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 | $37,846 | $102,595-63.1% | $94,057-59.8% | $154,746-75.5% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 21.14% | 583.42%-562.3pp | 480.62%-459.5pp | 172.34%-151.2pp |
| Employer contribution / active EE | $2,348 | $3,147-25.4% | $2,933-19.9% | $4,379-46.4% |
| Participant deferral / active EE | $7,031 | $5,118+37.4% | $4,709+49.3% | $6,730+4.5% |
| Admin fee / account holder | $278 | $7,736-96.4% | $7,244-96.2% | $14,365-98.1% |