Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,810 | $160,070-75.8% | $147,117-73.6% | $145,897-73.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 19.88% | 98.69%-78.8pp | 420.54%-400.7pp | 552.29%-532.4pp |
| Employer contribution / active EE | $5,702 | $5,285+7.9% | $4,932+15.6% | $4,663+22.3% |
| Participant deferral / active EE | $5,854 | $8,419-30.5% | $8,065-27.4% | $6,689-12.5% |
| Admin fee / account holder | $97 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |