Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,520 | $127,386-79.2% | $115,037-76.9% | $125,388-78.9% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | 82.99% | 31.28%+51.7pp | 26.14%+56.8pp | 282.24%-199.3pp |
| Employer contribution / active EE | $3,400 | $5,166-34.2% | $4,608-26.2% | $4,866-30.1% |
| Participant deferral / active EE | $8,266 | $6,423+28.7% | $6,026+37.2% | $5,352+54.5% |
| Admin fee / account holder | $28 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |