Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,913 | $160,070-78.2% | $147,117-76.3% | $145,897-76.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 18.97% | 98.69%-79.7pp | 420.54%-401.6pp | 552.29%-533.3pp |
| Employer contribution / active EE | $2,373 | $5,285-55.1% | $4,932-51.9% | $4,663-49.1% |
| Participant deferral / active EE | $7,466 | $8,419-11.3% | $8,065-7.4% | $6,689+11.6% |
| Admin fee / account holder | $128 | $15,035-99.1% | $12,993-99.0% | $13,390-99.0% |