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 | $12,322 | $84,684-85.4% | $73,835-83.3% | $125,388-90.2% |
| Participation rate | 92.9% | 76.8%+16.1pp | 73.4%+19.4pp | 83.2%+9.7pp |
| Annual return | 9.90% | 3123.93%-3114.0pp | 2268.13%-2258.2pp | 282.24%-272.3pp |
| Employer contribution / active EE | $5,215 | $3,123+67.0% | $2,788+87.1% | $4,866+7.2% |
| Participant deferral / active EE | $5,248 | $3,993+31.4% | $3,583+46.5% | $5,352-1.9% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,541-100.0% |