Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,184 | $197,637-82.7% | $177,848-80.8% | $158,982-78.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.54% | 58.77%-40.2pp | 48.33%-29.8pp | 302.99%-284.4pp |
| Employer contribution / active EE | $2,138 | $6,698-68.1% | $5,919-63.9% | $4,763-55.1% |
| Participant deferral / active EE | $19,500 | $8,405+132.0% | $7,714+152.8% | $5,983+225.9% |
| Admin fee / account holder | $89 | $15,406-99.4% | $12,431-99.3% | $11,252-99.2% |