Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,546 | $99,011-61.1% | $86,582-55.5% | $147,586-73.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 24.09% | 1312.75%-1288.7pp | 965.08%-941.0pp | 578.59%-554.5pp |
| Employer contribution / active EE | $2,364 | $3,132-24.5% | $2,839-16.7% | $4,876-51.5% |
| Participant deferral / active EE | $8,494 | $3,972+113.8% | $3,609+135.4% | $5,439+56.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |