Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,715 | $183,516-84.9% | $155,534-82.2% | $145,884-81.0% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 13.67% | 61.43%-47.8pp | 64.92%-51.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,211 | $5,315-77.2% | $4,675-74.1% | $4,662-74.0% |
| Participant deferral / active EE | $2,153 | $6,467-66.7% | $5,630-61.8% | $6,690-67.8% |
| Admin fee / account holder | $21 | $19,293-99.9% | $15,900-99.9% | $13,392-99.8% |