Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,946 | $209,425-79.5% | $178,499-75.9% | $158,966-73.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.60% | 188.80%-177.2pp | 151.10%-139.5pp | 302.95%-291.4pp |
| Employer contribution / active EE | $5,040 | $5,707-11.7% | $5,011+0.6% | $4,762+5.8% |
| Participant deferral / active EE | $5,399 | $5,955-9.3% | $5,202+3.8% | $5,983-9.8% |
| Admin fee / account holder | $175 | $17,078-99.0% | $13,986-98.8% | $11,250-98.4% |