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 | $32,244 | $142,354-77.3% | $125,529-74.3% | $155,188-79.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 199.01% | 306.06%-107.1pp | 202.56%-3.5pp | 148.84%+50.2pp |
| Employer contribution / active EE | $5,874 | $3,501+67.8% | $3,058+92.1% | $4,248+38.3% |
| Participant deferral / active EE | $12,760 | $5,491+132.4% | $4,813+165.1% | $6,531+95.4% |
| Admin fee / account holder | $25 | $19,392-99.9% | $16,298-99.8% | $14,480-99.8% |