Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,667 | $103,008-72.2% | $90,304-68.3% | $152,897-81.3% |
| Participation rate | 78.6% | 75.9%+2.7pp | 73.3%+5.3pp | 82.5%-3.9pp |
| Annual return | 28.21% | 95.22%-67.0pp | 78.13%-49.9pp | 345.43%-317.2pp |
| Employer contribution / active EE | $2,884 | $3,139-8.1% | $2,855+1.0% | $4,764-39.5% |
| Participant deferral / active EE | $5,195 | $4,281+21.3% | $3,885+33.7% | $5,851-11.2% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |