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 | $32,162 | $202,326-84.1% | $172,745-81.4% | $152,870-79.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.31% | 1029.72%-1004.4pp | 802.90%-777.6pp | 345.34%-320.0pp |
| Employer contribution / active EE | $1,742 | $5,858-70.3% | $5,144-66.1% | $4,763-63.4% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,197+140.5% | $5,850+113.7% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |