Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,867 | $228,395-85.6% | $185,861-82.3% | $158,982-79.3% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 61.25% | 40.82%+20.4pp | 35.96%+25.3pp | 302.99%-241.7pp |
| Employer contribution / active EE | $11,436 | $4,968+130.2% | $4,088+179.7% | $4,763+140.1% |
| Participant deferral / active EE | $8,568 | $6,417+33.5% | $5,634+52.1% | $5,983+43.2% |
| Admin fee / account holder | $11 | $11,869-99.9% | $9,503-99.9% | $11,252-99.9% |