Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,822 | $102,595-66.1% | $94,057-63.0% | $154,746-77.5% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 17.83% | 583.42%-565.6pp | 480.62%-462.8pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,990 | $3,147-36.8% | $2,933-32.2% | $4,379-54.6% |
| Participant deferral / active EE | $7,370 | $5,118+44.0% | $4,709+56.5% | $6,730+9.5% |
| Admin fee / account holder | $5 | $7,736-99.9% | $7,244-99.9% | $14,365-100.0% |