Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,404 | $162,529-84.4% | $130,788-80.6% | $154,746-83.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 22.34% | 510.48%-488.1pp | 386.44%-364.1pp | 172.34%-150.0pp |
| Employer contribution / active EE | $2,180 | $4,447-51.0% | $3,558-38.7% | $4,379-50.2% |
| Participant deferral / active EE | $4,924 | $4,808+2.4% | $4,137+19.0% | $6,730-26.8% |
| Admin fee / account holder | $25 | $7,669-99.7% | $6,673-99.6% | $14,365-99.8% |