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 | $37,944 | $159,978-76.3% | $147,041-74.2% | $145,978-74.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.15% | 98.36%-80.2pp | 419.21%-401.1pp | 550.52%-532.4pp |
| Employer contribution / active EE | $2,510 | $5,288-52.5% | $4,935-49.1% | $4,662-46.2% |
| Participant deferral / active EE | $17,972 | $8,429+113.2% | $8,071+122.7% | $6,690+168.7% |
| Admin fee / account holder | $40 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |