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 | $44,777 | $202,342-77.9% | $172,753-74.1% | $152,909-70.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 24.73% | 1029.88%-1005.1pp | 803.00%-778.3pp | 345.46%-320.7pp |
| Employer contribution / active EE | $1,944 | $5,857-66.8% | $5,144-62.2% | $4,764-59.2% |
| Participant deferral / active EE | $5,161 | $5,948-13.2% | $5,198-0.7% | $5,851-11.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |