Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,287 | $100,911-74.9% | $90,440-72.0% | $158,966-84.1% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 31.34% | 1726.62%-1695.3pp | 1294.38%-1263.0pp | 302.95%-271.6pp |
| Employer contribution / active EE | $2,741 | $3,690-25.7% | $3,263-16.0% | $4,762-42.5% |
| Participant deferral / active EE | $6,329 | $4,348+45.6% | $3,964+59.7% | $5,983+5.8% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |