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 | $27,928 | $176,105-84.1% | $159,474-82.5% | $167,536-83.3% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 12.41% | 331.91%-319.5pp | 263.68%-251.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $3,679 | $5,299-30.6% | $4,831-23.8% | $4,839-24.0% |
| Participant deferral / active EE | $5,647 | $7,751-27.1% | $7,353-23.2% | $6,342-11.0% |
| Admin fee / account holder | $17 | $12,559-99.9% | $10,802-99.8% | $12,315-99.9% |