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 | $64,610 | $85,766-24.7% | $136,298-52.6% | $70,126-7.9% |
| Participation rate | 71.4% | 74.2%-2.7pp | 81.9%-10.5pp | 69.5%+1.9pp |
| Annual return | 64.45% | 31.46%+33.0pp | 5156.27%-5091.8pp | 73.15%-8.7pp |
| Employer contribution / active EE | $974 | $2,966-67.1% | $4,696-79.2% | $2,343-58.4% |
| Participant deferral / active EE | $4,950 | $5,051-2.0% | $6,247-20.8% | $3,332+48.6% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |