Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,343 | $165,361-76.8% | $149,715-74.4% | $158,950-75.9% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 32.63% | 348.24%-315.6pp | 276.66%-244.0pp | 302.91%-270.3pp |
| Employer contribution / active EE | $1,844 | $5,103-63.9% | $4,645-60.3% | $4,762-61.3% |
| Participant deferral / active EE | $11,014 | $7,182+53.4% | $6,842+61.0% | $5,983+84.1% |
| Admin fee / account holder | $81 | $10,808-99.3% | $9,310-99.1% | $11,248-99.3% |