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 | $37,281 | $183,516-79.7% | $155,534-76.0% | $145,884-74.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.17% | 61.43%-41.3pp | 64.92%-44.7pp | 551.85%-531.7pp |
| Employer contribution / active EE | $2,502 | $5,315-52.9% | $4,675-46.5% | $4,662-46.3% |
| Participant deferral / active EE | $6,251 | $6,467-3.3% | $5,630+11.0% | $6,690-6.6% |
| Admin fee / account holder | $276 | $19,293-98.6% | $15,900-98.3% | $13,392-97.9% |