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 | $49,961 | $150,447-66.8% | $136,298-63.3% | $147,586-66.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 24.55% | 1049.15%-1024.6pp | 5156.27%-5131.7pp | 578.59%-554.0pp |
| Employer contribution / active EE | $3,398 | $5,256-35.4% | $4,696-27.6% | $4,876-30.3% |
| Participant deferral / active EE | $10,824 | $6,631+63.2% | $6,247+73.3% | $5,439+99.0% |
| Admin fee / account holder | $239 | $10,906-97.8% | $9,244-97.4% | $10,886-97.8% |