Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,573 | $175,231-84.8% | $149,696-82.2% | $139,466-80.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 24.08% | 166.77%-142.7pp | 134.46%-110.4pp | 373.66%-349.6pp |
| Employer contribution / active EE | $2,933 | $5,478-46.5% | $4,821-39.2% | $4,754-38.3% |
| Participant deferral / active EE | $3,712 | $6,521-43.1% | $5,682-34.7% | $6,712-44.7% |
| Admin fee / account holder | $19 | $16,155-99.9% | $13,212-99.9% | $11,409-99.8% |