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 | $34,157 | $106,008-67.8% | $92,240-63.0% | $147,586-76.9% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 22.91% | 50.05%-27.1pp | 176.29%-153.4pp | 578.59%-555.7pp |
| Employer contribution / active EE | $3,331 | $4,333-23.1% | $3,680-9.5% | $4,876-31.7% |
| Participant deferral / active EE | $5,244 | $4,478+17.1% | $3,897+34.6% | $5,439-3.6% |
| Admin fee / account holder | $182 | $6,333-97.1% | $5,194-96.5% | $10,886-98.3% |