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 | $35,047 | $107,363-67.4% | $92,909-62.3% | $152,897-77.1% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 26.09% | 145.63%-119.5pp | 109.44%-83.3pp | 345.43%-319.3pp |
| Employer contribution / active EE | $5,038 | $4,222+19.3% | $3,653+37.9% | $4,764+5.8% |
| Participant deferral / active EE | $7,343 | $4,848+51.5% | $4,238+73.3% | $5,851+25.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |