Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,543 | $150,447-77.0% | $136,298-74.7% | $147,586-76.6% |
| Participation rate | 85.0% | 84.4%+0.6pp | 81.9%+3.1pp | 82.8%+2.2pp |
| Annual return | 19.04% | 1049.15%-1030.1pp | 5156.27%-5137.2pp | 578.59%-559.6pp |
| Employer contribution / active EE | $3,142 | $5,256-40.2% | $4,696-33.1% | $4,876-35.6% |
| Participant deferral / active EE | $6,896 | $6,631+4.0% | $6,247+10.4% | $5,439+26.8% |
| Admin fee / account holder | $210 | $10,906-98.1% | $9,244-97.7% | $10,886-98.1% |