Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,547 | $176,105-78.7% | $159,474-76.5% | $167,536-77.6% |
| Participation rate | 92.3% | 85.0%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 20.63% | 331.91%-311.3pp | 263.68%-243.0pp | 478.82%-458.2pp |
| Employer contribution / active EE | $3,856 | $5,299-27.2% | $4,831-20.2% | $4,839-20.3% |
| Participant deferral / active EE | $7,630 | $7,751-1.6% | $7,353+3.8% | $6,342+20.3% |
| Admin fee / account holder | $54 | $12,559-99.6% | $10,802-99.5% | $12,315-99.6% |