Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,482 | $115,814-81.5% | $101,275-78.8% | $158,982-86.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 34.24% | 56.16%-21.9pp | 46.48%-12.2pp | 302.99%-268.7pp |
| Employer contribution / active EE | $3,673 | $4,176-12.0% | $3,660+0.4% | $4,763-22.9% |
| Participant deferral / active EE | $5,689 | $4,958+14.7% | $4,371+30.2% | $5,983-4.9% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |