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 | $35,782 | $114,119-68.6% | $107,187-66.6% | $138,895-74.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 79.9%+10.1pp |
| Annual return | 19.31% | 273.21%-253.9pp | 204.55%-185.2pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,993 | $4,059-26.3% | $3,782-20.9% | $4,194-28.6% |
| Participant deferral / active EE | $15,151 | $5,538+173.6% | $5,096+197.3% | $6,396+136.9% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |