Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,627 | $175,259-78.5% | $149,723-74.9% | $139,487-73.0% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 11.89% | 166.82%-154.9pp | 134.50%-122.6pp | 373.84%-362.0pp |
| Employer contribution / active EE | $5,291 | $5,478-3.4% | $4,821+9.8% | $4,755+11.3% |
| Participant deferral / active EE | $2,656 | $6,522-59.3% | $5,682-53.3% | $6,713-60.4% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |