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 | $34,967 | $139,948-75.0% | $121,663-71.3% | $154,746-77.4% |
| Participation rate | 90.0% | 78.0%+12.0pp | 74.5%+15.5pp | 80.7%+9.3pp |
| Annual return | 52.07% | 230.52%-178.4pp | 147.54%-95.5pp | 172.34%-120.3pp |
| Employer contribution / active EE | $17,417 | $3,521+394.7% | $3,020+476.7% | $4,379+297.7% |
| Participant deferral / active EE | $2,555 | $5,629-54.6% | $4,887-47.7% | $6,730-62.0% |
| Admin fee / account holder | $34 | $17,321-99.8% | $14,289-99.8% | $14,365-99.8% |