Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,859 | $65,555-23.9% | $86,216-42.2% | $75,173-33.7% |
| Participation rate | 88.5% | 60.5%+28.0pp | 69.0%+19.5pp | 67.2%+21.3pp |
| Annual return | 32.68% | 46.07%-13.4pp | 1169.42%-1136.7pp | 160.72%-128.0pp |
| Employer contribution / active EE | $2,915 | $1,553+87.6% | $2,382+22.4% | $2,671+9.1% |
| Participant deferral / active EE | $5,320 | $3,023+76.0% | $3,986+33.5% | $4,126+28.9% |
| Admin fee / account holder | $165 | $5,469-97.0% | $6,853-97.6% | $5,651-97.1% |