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 | $28,947 | $104,251-72.2% | $91,004-68.2% | $147,586-80.4% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.6%+13.3pp | 82.8%+6.1pp |
| Annual return | 109.32% | 27.06%+82.3pp | 4.60%+104.7pp | 578.59%-469.3pp |
| Employer contribution / active EE | $2,720 | $3,116-12.7% | $2,456+10.7% | $4,876-44.2% |
| Participant deferral / active EE | $3,926 | $4,195-6.4% | $3,548+10.7% | $5,439-27.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |