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 | $43,608 | $175,231-75.1% | $149,696-70.9% | $139,466-68.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 30.85% | 166.77%-135.9pp | 134.46%-103.6pp | 373.66%-342.8pp |
| Employer contribution / active EE | $2,355 | $5,478-57.0% | $4,821-51.1% | $4,754-50.5% |
| Participant deferral / active EE | $8,095 | $6,521+24.1% | $5,682+42.5% | $6,712+20.6% |
| Admin fee / account holder | $49 | $16,155-99.7% | $13,212-99.6% | $11,409-99.6% |