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 | $41,237 | $150,435-72.6% | $120,580-65.8% | $145,897-71.7% |
| Participation rate | 88.9% | 78.8%+10.1pp | 72.0%+16.9pp | 80.3%+8.6pp |
| Annual return | 16.45% | 154.60%-138.1pp | 107.48%-91.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,905 | $4,352-56.2% | $3,469-45.1% | $4,663-59.1% |
| Participant deferral / active EE | $2,553 | $6,174-58.6% | $4,995-48.9% | $6,689-61.8% |
| Admin fee / account holder | $229 | $12,182-98.1% | $9,418-97.6% | $13,390-98.3% |