Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,037 | $202,342-80.7% | $172,752-77.4% | $152,897-74.5% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 19.71% | 1029.83%-1010.1pp | 802.97%-783.3pp | 345.43%-325.7pp |
| Employer contribution / active EE | $1,760 | $5,858-70.0% | $5,144-65.8% | $4,764-63.1% |
| Participant deferral / active EE | $3,337 | $5,948-43.9% | $5,198-35.8% | $5,851-43.0% |
| Admin fee / account holder | $125 | $17,111-99.3% | $13,955-99.1% | $11,599-98.9% |