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 | $36,020 | $149,040-75.8% | $120,225-70.0% | $137,256-73.8% |
| Participation rate | 70.0% | 75.4%-5.4pp | 69.6%+0.4pp | 80.0%-10.0pp |
| Annual return | 34.80% | 605.68%-570.9pp | 439.23%-404.4pp | 220.34%-185.5pp |
| Employer contribution / active EE | $1,890 | $4,350-56.6% | $3,475-45.6% | $4,156-54.5% |
| Participant deferral / active EE | $3,673 | $4,655-21.1% | $3,999-8.1% | $6,407-42.7% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |