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 | $35,627 | $176,105-79.8% | $159,474-77.7% | $167,536-78.7% |
| Participation rate | 95.2% | 85.0%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 19.97% | 331.91%-311.9pp | 263.68%-243.7pp | 478.82%-458.8pp |
| Employer contribution / active EE | $4,944 | $5,299-6.7% | $4,831+2.4% | $4,839+2.2% |
| Participant deferral / active EE | $10,406 | $7,751+34.2% | $7,353+41.5% | $6,342+64.1% |
| Admin fee / account holder | $114 | $12,559-99.1% | $10,802-98.9% | $12,315-99.1% |