Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,339 | $165,381-81.1% | $149,730-79.1% | $158,966-80.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.08% | 348.29%-323.2pp | 276.70%-251.6pp | 302.95%-277.9pp |
| Employer contribution / active EE | $5,556 | $5,104+8.9% | $4,645+19.6% | $4,762+16.7% |
| Participant deferral / active EE | $8,426 | $7,182+17.3% | $6,843+23.1% | $5,983+40.8% |
| Admin fee / account holder | $126 | $10,809-98.8% | $9,310-98.6% | $11,250-98.9% |