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 | $22,598 | $165,399-86.3% | $149,745-84.9% | $158,982-85.8% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 33.49% | 348.34%-314.8pp | 276.72%-243.2pp | 302.99%-269.5pp |
| Employer contribution / active EE | $5,041 | $5,105-1.2% | $4,646+8.5% | $4,763+5.8% |
| Participant deferral / active EE | $9,771 | $7,183+36.0% | $6,843+42.8% | $5,983+63.3% |
| Admin fee / account holder | $246 | $10,811-97.7% | $9,312-97.4% | $11,252-97.8% |