Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,917 | $148,629-75.8% | $135,982-73.6% | $139,487-74.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.31% | 79.33%-50.0pp | 68.32%-39.0pp | 373.84%-344.5pp |
| Employer contribution / active EE | $5,464 | $5,247+4.2% | $4,859+12.5% | $4,755+14.9% |
| Participant deferral / active EE | $12,265 | $8,102+51.4% | $7,760+58.1% | $6,713+82.7% |
| Admin fee / account holder | $35 | $12,406-99.7% | $10,767-99.7% | $11,407-99.7% |