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 | $39,888 | $150,447-73.5% | $136,298-70.7% | $147,586-73.0% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 20.96% | 1049.15%-1028.2pp | 5156.27%-5135.3pp | 578.59%-557.6pp |
| Employer contribution / active EE | $2,513 | $5,256-52.2% | $4,696-46.5% | $4,876-48.5% |
| Participant deferral / active EE | $6,252 | $6,631-5.7% | $6,247+0.1% | $5,439+15.0% |
| Admin fee / account holder | $43 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |