Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,683 | $107,353-70.5% | $92,903-65.9% | $152,885-79.3% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 21.04% | 145.62%-124.6pp | 109.43%-88.4pp | 345.39%-324.3pp |
| Employer contribution / active EE | $2,363 | $4,222-44.0% | $3,653-35.3% | $4,763-50.4% |
| Participant deferral / active EE | $6,801 | $4,848+40.3% | $4,238+60.5% | $5,851+16.2% |
| Admin fee / account holder | $251 | $7,081-96.5% | $5,795-95.7% | $11,598-97.8% |