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 | $25,575 | $175,231-85.4% | $149,696-82.9% | $139,466-81.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 33.37% | 166.77%-133.4pp | 134.46%-101.1pp | 373.66%-340.3pp |
| Employer contribution / active EE | $3,933 | $5,478-28.2% | $4,821-18.4% | $4,754-17.3% |
| Participant deferral / active EE | $8,110 | $6,521+24.4% | $5,682+42.7% | $6,712+20.8% |
| Admin fee / account holder | $157 | $16,155-99.0% | $13,212-98.8% | $11,409-98.6% |