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 | $40,356 | $183,516-78.0% | $155,534-74.1% | $145,884-72.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.68% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,142 | $5,315-59.7% | $4,675-54.2% | $4,662-54.1% |
| Participant deferral / active EE | $9,550 | $6,467+47.7% | $5,630+69.6% | $6,690+42.8% |
| Admin fee / account holder | $176 | $19,293-99.1% | $15,900-98.9% | $13,392-98.7% |