Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,010 | $209,422-85.2% | $178,503-82.6% | $158,982-80.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 25.65% | 188.81%-163.2pp | 151.12%-125.5pp | 302.99%-277.3pp |
| Employer contribution / active EE | $2,258 | $5,707-60.4% | $5,011-54.9% | $4,763-52.6% |
| Participant deferral / active EE | $4,116 | $5,955-30.9% | $5,202-20.9% | $5,983-31.2% |
| Admin fee / account holder | $19 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |