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 | $41,229 | $118,877-65.3% | $96,570-57.3% | $167,536-75.4% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 18.02% | 50.50%-32.5pp | 37.79%-19.8pp | 478.82%-460.8pp |
| Employer contribution / active EE | $3,599 | $3,121+15.3% | $2,357+52.7% | $4,839-25.6% |
| Participant deferral / active EE | $7,246 | $4,617+56.9% | $3,849+88.2% | $6,342+14.2% |
| Admin fee / account holder | $20 | $8,069-99.8% | $6,182-99.7% | $12,315-99.8% |