Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,244 | $96,678-70.8% | $86,640-67.4% | $139,466-79.7% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 29.21% | 106.69%-77.5pp | 592.52%-563.3pp | 373.66%-344.5pp |
| Employer contribution / active EE | $1,880 | $3,265-42.4% | $3,024-37.9% | $4,754-60.5% |
| Participant deferral / active EE | $8,938 | $4,837+84.8% | $4,438+101.4% | $6,712+33.2% |
| Admin fee / account holder | $29 | $6,410-99.6% | $5,616-99.5% | $11,409-99.7% |