Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,697 | $183,592-79.5% | $155,567-75.8% | $145,959-74.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 11.84% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $5,150 | $5,315-3.1% | $4,674+10.2% | $4,661+10.5% |
| Participant deferral / active EE | $5,363 | $6,464-17.0% | $5,628-4.7% | $6,689-19.8% |
| Admin fee / account holder | $200 | $19,318-99.0% | $15,916-98.7% | $13,398-98.5% |