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 | $30,560 | $160,028-80.9% | $147,080-79.2% | $145,884-79.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 21.56% | 98.60%-77.0pp | 420.17%-398.6pp | 551.85%-530.3pp |
| Employer contribution / active EE | $7,283 | $5,286+37.8% | $4,933+47.6% | $4,662+56.2% |
| Participant deferral / active EE | $10,556 | $8,422+25.3% | $8,066+30.9% | $6,690+57.8% |
| Admin fee / account holder | $74 | $15,030-99.5% | $12,989-99.4% | $13,392-99.4% |