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 | $35,719 | $201,372-82.3% | $184,260-80.6% | $145,884-75.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.49% | 29.04%-8.5pp | 28.84%-8.3pp | 551.85%-531.4pp |
| Employer contribution / active EE | $3,775 | $7,024-46.3% | $6,427-41.3% | $4,662-19.0% |
| Participant deferral / active EE | $11,807 | $9,808+20.4% | $9,133+29.3% | $6,690+76.5% |
| Admin fee / account holder | $139 | $16,362-99.2% | $13,898-99.0% | $13,392-99.0% |