Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,661 | $197,625-82.0% | $177,840-79.9% | $158,966-77.6% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $10,166 | $6,698+51.8% | $5,919+71.8% | $4,762+113.5% |
| Participant deferral / active EE | $17,063 | $8,405+103.0% | $7,714+121.2% | $5,983+185.2% |
| Admin fee / account holder | $119 | $15,405-99.2% | $12,431-99.0% | $11,250-98.9% |