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 | $41,834 | $226,105-81.5% | $182,540-77.1% | $152,897-72.6% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.0%+13.7pp | 82.5%+9.2pp |
| Annual return | 17.74% | 192.58%-174.8pp | 148.58%-130.8pp | 345.43%-327.7pp |
| Employer contribution / active EE | $7,577 | $4,978+52.2% | $4,076+85.9% | $4,764+59.1% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $227 | $10,706-97.9% | $8,593-97.4% | $11,599-98.0% |