Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,344 | $159,934-77.9% | $147,005-76.0% | $145,959-75.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 16.06% | 98.24%-82.2pp | 418.76%-402.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $2,746 | $5,287-48.1% | $4,934-44.3% | $4,661-41.1% |
| Participant deferral / active EE | $3,761 | $8,427-55.4% | $8,070-53.4% | $6,689-43.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |