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 | $37,440 | $154,754-75.8% | $124,206-69.9% | $138,895-73.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 14.59% | 709.28%-694.7pp | 515.27%-500.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,650 | $4,446-40.4% | $3,540-25.1% | $4,194-36.8% |
| Participant deferral / active EE | $5,875 | $4,621+27.1% | $3,968+48.1% | $6,396-8.1% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |