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 | $33,267 | $165,351-79.9% | $149,710-77.8% | $158,931-79.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.18% | 348.19%-335.0pp | 276.63%-263.5pp | 302.86%-289.7pp |
| Employer contribution / active EE | $5,623 | $5,103+10.2% | $4,645+21.1% | $4,761+18.1% |
| Participant deferral / active EE | $4,418 | $7,181-38.5% | $6,842-35.4% | $5,982-26.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |