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 | $32,179 | $104,924-69.3% | $84,623-62.0% | $152,885-79.0% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.5%+8.5pp |
| Annual return | 22.14% | 373.82%-351.7pp | 258.77%-236.6pp | 345.39%-323.2pp |
| Employer contribution / active EE | $1,970 | $3,302-40.3% | $2,652-25.7% | $4,763-58.6% |
| Participant deferral / active EE | $3,729 | $4,689-20.5% | $3,899-4.4% | $5,851-36.3% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |