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 | $183,516-80.6% | $155,534-77.1% | $145,884-75.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 15.19% | 61.43%-46.2pp | 64.92%-49.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $4,435 | $5,315-16.5% | $4,675-5.1% | $4,662-4.9% |
| Participant deferral / active EE | $6,556 | $6,467+1.4% | $5,630+16.4% | $6,690-2.0% |
| Admin fee / account holder | $146 | $19,293-99.2% | $15,900-99.1% | $13,392-98.9% |