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 | $53,924 | $104,577-48.4% | $76,667-29.7% | $152,909-64.7% |
| Participation rate | 71.4% | 76.6%-5.2pp | 72.1%-0.7pp | 82.5%-11.0pp |
| Annual return | 28.52% | 1014.36%-985.8pp | 1166.74%-1138.2pp | 345.46%-316.9pp |
| Employer contribution / active EE | $1,489 | $3,119-52.3% | $2,303-35.3% | $4,764-68.7% |
| Participant deferral / active EE | $3,126 | $4,237-26.2% | $3,336-6.3% | $5,851-46.6% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |