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 | $35,477 | $99,652-64.4% | $78,778-55.0% | $147,586-76.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 25.26% | 47.28%-22.0pp | 35.62%-10.4pp | 578.59%-553.3pp |
| Employer contribution / active EE | $3,968 | $2,796+41.9% | $1,986+99.8% | $4,876-18.6% |
| Participant deferral / active EE | $10,272 | $3,664+180.4% | $2,958+247.2% | $5,439+88.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |