Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,511 | $96,691-70.5% | $86,656-67.1% | $139,487-79.6% |
| Participation rate | 92.9% | 74.4%+18.4pp | 71.7%+21.2pp | 80.3%+12.5pp |
| Annual return | 23.16% | 106.87%-83.7pp | 593.09%-569.9pp | 373.84%-350.7pp |
| Employer contribution / active EE | $3,665 | $3,267+12.2% | $3,025+21.1% | $4,755-22.9% |
| Participant deferral / active EE | $7,309 | $4,838+51.1% | $4,439+64.7% | $6,713+8.9% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |