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 | $33,547 | $228,395-85.3% | $185,861-82.0% | $158,982-78.9% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | 7033.17% | 40.82%+6992.4pp | 35.96%+6997.2pp | 302.99%+6730.2pp |
| Employer contribution / active EE | $1,920 | $4,968-61.4% | $4,088-53.0% | $4,763-59.7% |
| Participant deferral / active EE | $2,697 | $6,417-58.0% | $5,634-52.1% | $5,983-54.9% |
| Admin fee / account holder | $94 | $11,869-99.2% | $9,503-99.0% | $11,252-99.2% |