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 | $36,871 | $99,079-62.8% | $78,002-52.7% | $273,972-86.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 31.06% | 217.93%-186.9pp | 425.99%-394.9pp | 41.46%-10.4pp |
| Employer contribution / active EE | $3,510 | $3,308+6.1% | $2,470+42.1% | $4,869-27.9% |
| Participant deferral / active EE | $16,320 | $4,306+279.0% | $3,497+366.7% | $5,287+208.7% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |