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 | $32,931 | $96,678-65.9% | $86,640-62.0% | $139,466-76.4% |
| Participation rate | 95.7% | 74.4%+21.2pp | 71.7%+23.9pp | 80.3%+15.3pp |
| Annual return | 13.30% | 106.69%-93.4pp | 592.52%-579.2pp | 373.66%-360.4pp |
| Employer contribution / active EE | $5,675 | $3,265+73.8% | $3,024+87.7% | $4,754+19.4% |
| Participant deferral / active EE | $2,177 | $4,837-55.0% | $4,438-51.0% | $6,712-67.6% |
| Admin fee / account holder | $217 | $6,410-96.6% | $5,616-96.1% | $11,409-98.1% |