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 | $34,445 | $150,447-77.1% | $136,298-74.7% | $147,586-76.7% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 23.12% | 1049.15%-1026.0pp | 5156.27%-5133.1pp | 578.59%-555.5pp |
| Employer contribution / active EE | $2,519 | $5,256-52.1% | $4,696-46.4% | $4,876-48.4% |
| Participant deferral / active EE | $4,803 | $6,631-27.6% | $6,247-23.1% | $5,439-11.7% |
| Admin fee / account holder | $77 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |