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 | $21,441 | $183,539-88.3% | $155,556-86.2% | $145,897-85.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.67% | 61.31%-46.6pp | 64.84%-50.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,185 | $5,315-77.7% | $4,675-74.7% | $4,663-74.6% |
| Participant deferral / active EE | $4,109 | $6,467-36.5% | $5,631-27.0% | $6,689-38.6% |
| Admin fee / account holder | $61 | $19,275-99.7% | $15,885-99.6% | $13,390-99.5% |