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 | $15,565 | $121,701-87.2% | $104,639-85.1% | $158,982-90.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 44.91% | 465.72%-420.8pp | 340.67%-295.8pp | 302.99%-258.1pp |
| Employer contribution / active EE | $1,385 | $3,165-56.2% | $2,682-48.3% | $4,763-70.9% |
| Participant deferral / active EE | $6,837 | $4,176+63.7% | $3,738+82.9% | $5,983+14.3% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |