Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,699 | $150,447-76.3% | $136,298-73.8% | $147,586-75.8% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 16.43% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,856 | $5,256-64.7% | $4,696-60.5% | $4,876-61.9% |
| Participant deferral / active EE | $4,851 | $6,631-26.8% | $6,247-22.4% | $5,439-10.8% |
| Admin fee / account holder | $14 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |