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 | $85,604 | $96,691-11.5% | $86,656-1.2% | $139,487-38.6% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.8pp |
| Annual return | 26.22% | 106.87%-80.6pp | 593.09%-566.9pp | 373.84%-347.6pp |
| Employer contribution / active EE | $2,571 | $3,267-21.3% | $3,025-15.0% | $4,755-45.9% |
| Participant deferral / active EE | $4,415 | $4,838-8.7% | $4,439-0.5% | $6,713-34.2% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |