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 | $28,011 | $176,688-84.1% | $130,660-78.6% | $152,909-81.7% |
| Participation rate | 90.9% | 79.0%+11.9pp | 71.7%+19.2pp | 82.5%+8.5pp |
| Annual return | 24.64% | 2693.08%-2668.4pp | 1709.29%-1684.7pp | 345.46%-320.8pp |
| Employer contribution / active EE | $2,171 | $5,743-62.2% | $4,092-47.0% | $4,764-54.4% |
| Participant deferral / active EE | $4,418 | $4,362+1.3% | $3,603+22.6% | $5,851-24.5% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |