Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,607 | $96,691-68.3% | $86,656-64.7% | $139,487-78.1% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 20.17% | 106.87%-86.7pp | 593.09%-572.9pp | 373.84%-353.7pp |
| Employer contribution / active EE | $2,077 | $3,267-36.4% | $3,025-31.3% | $4,755-56.3% |
| Participant deferral / active EE | $2,680 | $4,838-44.6% | $4,439-39.6% | $6,713-60.1% |
| Admin fee / account holder | $240 | $6,414-96.3% | $5,619-95.7% | $11,407-97.9% |