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 | $60,177 | $73,421-18.0% | $66,439-9.4% | $155,188-61.2% |
| Participation rate | 75.0% | 79.7%-4.7pp | 74.5%+0.5pp | 80.8%-5.8pp |
| Annual return | 22.67% | 1382.37%-1359.7pp | 757.66%-735.0pp | 148.84%-126.2pp |
| Employer contribution / active EE | $3,992 | $3,039+31.4% | $2,637+51.4% | $4,248-6.0% |
| Participant deferral / active EE | $9,203 | $4,680+96.6% | $3,876+137.4% | $6,531+40.9% |
| Admin fee / account holder | $123 | $8,856-98.6% | $6,173-98.0% | $14,480-99.2% |