Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,373 | $183,627-81.8% | $155,602-78.6% | $145,978-77.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.54% | 61.32%-43.8pp | 64.81%-47.3pp | 550.52%-533.0pp |
| Employer contribution / active EE | $2,277 | $5,316-57.2% | $4,675-51.3% | $4,662-51.2% |
| Participant deferral / active EE | $2,367 | $6,466-63.4% | $5,629-57.9% | $6,690-64.6% |
| Admin fee / account holder | $65 | $19,327-99.7% | $15,923-99.6% | $13,400-99.5% |