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 | $42,493 | $162,136-73.8% | $152,301-72.1% | $154,746-72.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 155.32% | 91.02%+64.3pp | 80.50%+74.8pp | 172.34%-17.0pp |
| Employer contribution / active EE | $3,558 | $4,890-27.2% | $4,624-23.1% | $4,379-18.7% |
| Participant deferral / active EE | $3,379 | $8,341-59.5% | $8,004-57.8% | $6,730-49.8% |
| Admin fee / account holder | $66 | $15,759-99.6% | $14,398-99.5% | $14,365-99.5% |