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 | $33,955 | $202,463-83.2% | $169,397-80.0% | $139,487-75.7% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 21.54% | 532.64%-511.1pp | 406.23%-384.7pp | 373.84%-352.3pp |
| Employer contribution / active EE | $2,327 | $4,694-50.4% | $4,013-42.0% | $4,755-51.1% |
| Participant deferral / active EE | $2,327 | $6,941-66.5% | $6,223-62.6% | $6,713-65.3% |
| Admin fee / account holder | $26 | $10,726-99.8% | $9,017-99.7% | $11,407-99.8% |