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 | $39,764 | $185,312-78.5% | $161,489-75.4% | $154,746-74.3% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 19.71% | 103.84%-84.1pp | 89.72%-70.0pp | 172.34%-152.6pp |
| Employer contribution / active EE | $5,489 | $4,769+15.1% | $4,268+28.6% | $4,379+25.3% |
| Participant deferral / active EE | $6,989 | $6,350+10.1% | $5,630+24.1% | $6,730+3.8% |
| Admin fee / account holder | $86 | $18,654-99.5% | $16,006-99.5% | $14,365-99.4% |