Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,889 | $114,093-83.4% | $96,171-80.4% | $167,536-88.7% |
| Participation rate | 91.7% | 75.1%+16.6pp | 68.4%+23.2pp | 82.1%+9.6pp |
| Annual return | 22.77% | 190.00%-167.2pp | 192.04%-169.3pp | 478.82%-456.0pp |
| Employer contribution / active EE | $3,970 | $3,429+15.8% | $2,799+41.9% | $4,839-18.0% |
| Participant deferral / active EE | $6,641 | $5,197+27.8% | $4,350+52.7% | $6,342+4.7% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |