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 | $36,424 | $183,516-80.2% | $155,534-76.6% | $145,884-75.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.76% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,809 | $5,315-66.0% | $4,675-61.3% | $4,662-61.2% |
| Participant deferral / active EE | $5,836 | $6,467-9.7% | $5,630+3.7% | $6,690-12.8% |
| Admin fee / account holder | $212 | $19,293-98.9% | $15,900-98.7% | $13,392-98.4% |