Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,760 | $100,911-64.6% | $90,440-60.5% | $158,966-77.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 25.51% | 1726.62%-1701.1pp | 1294.38%-1268.9pp | 302.95%-277.4pp |
| Employer contribution / active EE | $2,356 | $3,690-36.2% | $3,263-27.8% | $4,762-50.5% |
| Participant deferral / active EE | $4,989 | $4,348+14.7% | $3,964+25.9% | $5,983-16.6% |
| Admin fee / account holder | $36 | $6,507-99.5% | $5,615-99.4% | $11,250-99.7% |