Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,413 | $202,342-83.0% | $172,753-80.1% | $152,909-77.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 27.54% | 1029.88%-1002.3pp | 803.00%-775.5pp | 345.46%-317.9pp |
| Employer contribution / active EE | $1,536 | $5,857-73.8% | $5,144-70.1% | $4,764-67.8% |
| Participant deferral / active EE | $6,226 | $5,948+4.7% | $5,198+19.8% | $5,851+6.4% |
| Admin fee / account holder | $243 | $17,112-98.6% | $13,956-98.3% | $11,601-97.9% |