Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,588 | $150,447-71.7% | $136,298-68.8% | $147,586-71.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 22.80% | 1049.15%-1026.4pp | 5156.27%-5133.5pp | 578.59%-555.8pp |
| Employer contribution / active EE | $1,989 | $5,256-62.2% | $4,696-57.6% | $4,876-59.2% |
| Participant deferral / active EE | $3,832 | $6,631-42.2% | $6,247-38.7% | $5,439-29.5% |
| Admin fee / account holder | $7 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |