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 | $30,148 | $63,346-52.4% | $92,240-67.3% | $70,126-57.0% |
| Participation rate | 97.4% | 68.7%+28.7pp | 76.5%+20.9pp | 69.5%+27.8pp |
| Annual return | 64.94% | 530.19%-465.2pp | 176.29%-111.3pp | 73.15%-8.2pp |
| Employer contribution / active EE | $3,640 | $2,471+47.3% | $3,680-1.1% | $2,343+55.4% |
| Participant deferral / active EE | $7,058 | $2,854+147.3% | $3,897+81.1% | $3,332+111.8% |
| Admin fee / account holder | $89 | $3,841-97.7% | $5,194-98.3% | $4,645-98.1% |