Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,587 | $165,381-76.7% | $149,730-74.2% | $158,966-75.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 65.34% | 348.29%-283.0pp | 276.70%-211.4pp | 302.95%-237.6pp |
| Employer contribution / active EE | $3,544 | $5,104-30.6% | $4,645-23.7% | $4,762-25.6% |
| Participant deferral / active EE | $18,021 | $7,182+150.9% | $6,843+163.4% | $5,983+201.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |