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 | $42,783 | $107,363-60.2% | $92,909-54.0% | $152,897-72.0% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 46.06% | 145.63%-99.6pp | 109.44%-63.4pp | 345.43%-299.4pp |
| Employer contribution / active EE | $2,430 | $4,222-42.5% | $3,653-33.5% | $4,764-49.0% |
| Participant deferral / active EE | $7,877 | $4,848+62.5% | $4,238+85.9% | $5,851+34.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |