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 | $35,756 | $202,440-82.3% | $169,390-78.9% | $139,466-74.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.54% | 532.36%-513.8pp | 406.07%-387.5pp | 373.66%-355.1pp |
| Employer contribution / active EE | $4,811 | $4,693+2.5% | $4,013+19.9% | $4,754+1.2% |
| Participant deferral / active EE | $3,600 | $6,940-48.1% | $6,222-42.1% | $6,712-46.4% |
| Admin fee / account holder | $231 | $10,722-97.8% | $9,015-97.4% | $11,409-98.0% |