Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,844 | $165,381-78.9% | $149,730-76.7% | $158,966-78.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 30.97% | 348.29%-317.3pp | 276.70%-245.7pp | 302.95%-272.0pp |
| Employer contribution / active EE | $1,423 | $5,104-72.1% | $4,645-69.4% | $4,762-70.1% |
| Participant deferral / active EE | $9,823 | $7,182+36.8% | $6,843+43.6% | $5,983+64.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |