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 | $34,904 | $160,040-78.2% | $147,096-76.3% | $145,877-76.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.77% | 98.49%-83.7pp | 419.75%-405.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,938 | $5,289-63.4% | $4,936-60.7% | $4,663-58.4% |
| Participant deferral / active EE | $5,079 | $8,429-39.7% | $8,071-37.1% | $6,691-24.1% |
| Admin fee / account holder | $69 | $15,050-99.5% | $13,005-99.5% | $13,402-99.5% |