Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,370 | $111,535-71.9% | $105,223-70.2% | $137,256-77.1% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 34.06% | 237.85%-203.8pp | 180.65%-146.6pp | 220.34%-186.3pp |
| Employer contribution / active EE | $2,260 | $3,939-42.6% | $3,689-38.7% | $4,156-45.6% |
| Participant deferral / active EE | $8,681 | $5,500+57.8% | $5,072+71.2% | $6,407+35.5% |
| Admin fee / account holder | $167 | $9,721-98.3% | $8,859-98.1% | $12,270-98.6% |