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 | $35,591 | $183,592-80.6% | $155,567-77.1% | $145,959-75.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 15.19% | 61.24%-46.0pp | 64.74%-49.5pp | 561.95%-546.8pp |
| Employer contribution / active EE | $4,435 | $5,315-16.5% | $4,674-5.1% | $4,661-4.8% |
| Participant deferral / active EE | $6,556 | $6,464+1.4% | $5,628+16.5% | $6,689-2.0% |
| Admin fee / account holder | $146 | $19,318-99.2% | $15,916-99.1% | $13,398-98.9% |