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 | $41,958 | $134,817-68.9% | $123,973-66.2% | $155,188-73.0% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.7%+8.0pp | 80.8%+3.8pp |
| Annual return | 17.68% | 515.49%-497.8pp | 388.13%-370.4pp | 148.84%-131.2pp |
| Employer contribution / active EE | $2,274 | $4,425-48.6% | $4,126-44.9% | $4,248-46.5% |
| Participant deferral / active EE | $3,072 | $5,706-46.2% | $5,247-41.4% | $6,531-53.0% |
| Admin fee / account holder | $276 | $13,245-97.9% | $11,799-97.7% | $14,480-98.1% |