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 | $35,682 | $165,361-78.4% | $149,715-76.2% | $158,950-77.6% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 144.46% | 348.24%-203.8pp | 276.66%-132.2pp | 302.91%-158.4pp |
| Employer contribution / active EE | $4,786 | $5,103-6.2% | $4,645+3.1% | $4,762+0.5% |
| Participant deferral / active EE | $11,157 | $7,182+55.4% | $6,842+63.1% | $5,983+86.5% |
| Admin fee / account holder | $2 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |