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 | $36,809 | $217,427-83.1% | $185,837-80.2% | $167,518-78.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.86% | 148.39%-132.5pp | 122.08%-106.2pp | 478.71%-462.8pp |
| Employer contribution / active EE | $1,236 | $5,874-79.0% | $5,168-76.1% | $4,838-74.5% |
| Participant deferral / active EE | $6,314 | $6,357-0.7% | $5,568+13.4% | $6,342-0.4% |
| Admin fee / account holder | $81 | $19,816-99.6% | $16,241-99.5% | $12,312-99.3% |