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 | $24,588 | $157,270-84.4% | $141,173-82.6% | $152,870-83.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 32.66% | 64.33%-31.7pp | 71.40%-38.7pp | 345.34%-312.7pp |
| Employer contribution / active EE | $2,768 | $5,261-47.4% | $4,735-41.6% | $4,763-41.9% |
| Participant deferral / active EE | $8,735 | $7,110+22.9% | $6,710+30.2% | $5,850+49.3% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |