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 | $35,951 | $166,089-78.4% | $164,928-78.2% | $145,978-75.4% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 19.62% | 100.26%-80.6pp | 70.08%-50.5pp | 550.52%-530.9pp |
| Employer contribution / active EE | $2,312 | $5,276-56.2% | $4,343-46.8% | $4,662-50.4% |
| Participant deferral / active EE | $7,978 | $6,961+14.6% | $6,034+32.2% | $6,690+19.3% |
| Admin fee / account holder | $56 | $16,641-99.7% | $12,684-99.6% | $13,400-99.6% |