Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,577 | $171,492-76.9% | $150,734-73.7% | $198,609-80.1% |
| Participation rate | 92.9% | 81.4%+11.4pp | 78.4%+14.4pp | 82.4%+10.5pp |
| Annual return | 22.51% | 804.70%-782.2pp | 600.81%-578.3pp | 202.70%-180.2pp |
| Employer contribution / active EE | $2,946 | $5,470-46.1% | $4,918-40.1% | $5,055-41.7% |
| Participant deferral / active EE | $8,186 | $6,259+30.8% | $5,610+45.9% | $6,977+17.3% |
| Admin fee / account holder | $55 | $17,628-99.7% | $14,905-99.6% | $19,030-99.7% |