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 | $20,536 | $175,259-88.3% | $149,723-86.3% | $139,487-85.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 30.78% | 166.82%-136.0pp | 134.50%-103.7pp | 373.84%-343.1pp |
| Employer contribution / active EE | $4,428 | $5,478-19.2% | $4,821-8.2% | $4,755-6.9% |
| Participant deferral / active EE | $4,953 | $6,522-24.0% | $5,682-12.8% | $6,713-26.2% |
| Admin fee / account holder | $37 | $16,158-99.8% | $13,215-99.7% | $11,407-99.7% |