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 | $32,001 | $138,102-76.8% | $125,381-74.5% | $134,532-76.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 44.90% | 750.73%-705.8pp | 572.31%-527.4pp | 418.27%-373.4pp |
| Employer contribution / active EE | $2,565 | $5,245-51.1% | $4,815-46.7% | $4,741-45.9% |
| Participant deferral / active EE | $10,726 | $7,801+37.5% | $7,448+44.0% | $6,401+67.6% |
| Admin fee / account holder | $31 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |