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 | $37,481 | $183,627-79.6% | $155,602-75.9% | $145,978-74.3% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 14.73% | 61.32%-46.6pp | 64.81%-50.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,970 | $5,316-62.9% | $4,675-57.9% | $4,662-57.7% |
| Participant deferral / active EE | $4,424 | $6,466-31.6% | $5,629-21.4% | $6,690-33.9% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |