Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,019 | $106,008-54.7% | $92,240-47.9% | $147,586-67.5% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 128.41% | 50.05%+78.4pp | 176.29%-47.9pp | 578.59%-450.2pp |
| Employer contribution / active EE | $2,273 | $4,333-47.5% | $3,680-38.2% | $4,876-53.4% |
| Participant deferral / active EE | $8,142 | $4,478+81.8% | $3,897+108.9% | $5,439+49.7% |
| Admin fee / account holder | $182 | $6,333-97.1% | $5,194-96.5% | $10,886-98.3% |