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 | $35,362 | $183,516-80.7% | $155,534-77.3% | $145,884-75.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 30.46% | 61.43%-31.0pp | 64.92%-34.5pp | 551.85%-521.4pp |
| Employer contribution / active EE | $2,883 | $5,315-45.8% | $4,675-38.3% | $4,662-38.2% |
| Participant deferral / active EE | $10,144 | $6,467+56.9% | $5,630+80.2% | $6,690+51.6% |
| Admin fee / account holder | $230 | $19,293-98.8% | $15,900-98.6% | $13,392-98.3% |