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 | $39,737 | $156,398-74.6% | $147,318-73.0% | $138,895-71.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 51.44% | 78.75%-27.3pp | 70.43%-19.0pp | 145.39%-94.0pp |
| Employer contribution / active EE | $4,907 | $4,853+1.1% | $4,593+6.8% | $4,194+17.0% |
| Participant deferral / active EE | $8,846 | $8,237+7.4% | $7,906+11.9% | $6,396+38.3% |
| Admin fee / account holder | $11 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |