Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,251 | $115,814-75.6% | $101,275-72.1% | $158,982-82.2% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 27.10% | 56.16%-29.1pp | 46.48%-19.4pp | 302.99%-275.9pp |
| Employer contribution / active EE | $2,724 | $4,176-34.8% | $3,660-25.6% | $4,763-42.8% |
| Participant deferral / active EE | $5,163 | $4,958+4.1% | $4,371+18.1% | $5,983-13.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |