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 | $38,224 | $183,627-79.2% | $155,602-75.4% | $145,978-73.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 22.03% | 61.32%-39.3pp | 64.81%-42.8pp | 550.52%-528.5pp |
| Employer contribution / active EE | $2,266 | $5,316-57.4% | $4,675-51.5% | $4,662-51.4% |
| Participant deferral / active EE | $6,019 | $6,466-6.9% | $5,629+6.9% | $6,690-10.0% |
| Admin fee / account holder | $50 | $19,327-99.7% | $15,923-99.7% | $13,400-99.6% |