Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,026 | $209,422-83.3% | $178,503-80.4% | $158,982-78.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 33.81% | 188.81%-155.0pp | 151.12%-117.3pp | 302.99%-269.2pp |
| Employer contribution / active EE | $2,657 | $5,707-53.4% | $5,011-47.0% | $4,763-44.2% |
| Participant deferral / active EE | $5,505 | $5,955-7.5% | $5,202+5.8% | $5,983-8.0% |
| Admin fee / account holder | $188 | $17,079-98.9% | $13,987-98.7% | $11,252-98.3% |