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 | $41,095 | $58,258-29.5% | $81,820-49.8% | $80,925-49.2% |
| Participation rate | 91.0% | 63.5%+27.6pp | 72.4%+18.7pp | 67.7%+23.4pp |
| Annual return | 32.39% | 41.76%-9.4pp | 777.93%-745.5pp | 35.65%-3.3pp |
| Employer contribution / active EE | $3,217 | $2,345+37.2% | $2,915+10.4% | $2,756+16.7% |
| Participant deferral / active EE | $8,448 | $3,284+157.3% | $4,323+95.4% | $4,299+96.5% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |