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 | $34,386 | $169,356-79.7% | $129,406-73.4% | $145,897-76.4% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 19.52% | 14418.62%-14399.1pp | 9468.18%-9448.7pp | 552.29%-532.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $826 | $4,987-83.4% | $4,167-80.2% | $6,689-87.7% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |