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 | $23,290 | $99,009-76.5% | $86,581-73.1% | $147,585-84.2% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 23.56% | 1312.70%-1289.1pp | 965.06%-941.5pp | 578.58%-555.0pp |
| Employer contribution / active EE | $4,402 | $3,132+40.5% | $2,840+55.0% | $4,876-9.7% |
| Participant deferral / active EE | $986 | $3,972-75.2% | $3,609-72.7% | $5,439-81.9% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |