Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,730 | $73,421-32.3% | $66,439-25.1% | $155,188-68.0% |
| Participation rate | 87.5% | 79.7%+7.8pp | 74.5%+13.0pp | 80.8%+6.7pp |
| Annual return | 22.44% | 1382.37%-1359.9pp | 757.66%-735.2pp | 148.84%-126.4pp |
| Employer contribution / active EE | $2,469 | $3,039-18.7% | $2,637-6.4% | $4,248-41.9% |
| Participant deferral / active EE | $6,945 | $4,680+48.4% | $3,876+79.2% | $6,531+6.3% |
| Admin fee / account holder | $208 | $8,856-97.7% | $6,173-96.6% | $14,480-98.6% |