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 | $35,410 | $196,972-82.0% | $182,262-80.6% | $198,609-82.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.27% | 158.27%-136.0pp | 140.60%-118.3pp | 202.70%-180.4pp |
| Employer contribution / active EE | $2,619 | $5,364-51.2% | $5,046-48.1% | $5,055-48.2% |
| Participant deferral / active EE | $6,310 | $8,643-27.0% | $8,276-23.8% | $6,977-9.6% |
| Admin fee / account holder | $80 | $18,429-99.6% | $16,712-99.5% | $19,030-99.6% |