Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,499 | $169,161-78.4% | $129,295-71.8% | $145,959-75.0% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 16.13% | 14348.07%-14331.9pp | 9429.28%-9413.1pp | 561.95%-545.8pp |
| Employer contribution / active EE | $1,329 | $5,543-76.0% | $4,157-68.0% | $4,661-71.5% |
| Participant deferral / active EE | $8,562 | $4,989+71.6% | $4,169+105.4% | $6,689+28.0% |
| Admin fee / account holder | $60 | $9,878-99.4% | $7,665-99.2% | $13,398-99.6% |