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 | $34,688 | $144,124-75.9% | $117,857-70.6% | $147,585-76.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 23.91% | 531.17%-507.3pp | 335.09%-311.2pp | 578.57%-554.7pp |
| Employer contribution / active EE | $1,706 | $4,897-65.2% | $3,786-54.9% | $4,876-65.0% |
| Participant deferral / active EE | $5,080 | $5,316-4.4% | $4,482+13.3% | $5,439-6.6% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |