Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,174 | $76,368-53.9% | $67,681-48.0% | $154,746-77.3% |
| Participation rate | 89.5% | 79.0%+10.5pp | 73.7%+15.7pp | 80.7%+8.8pp |
| Annual return | 21.81% | 1066.77%-1045.0pp | 590.58%-568.8pp | 172.34%-150.5pp |
| Employer contribution / active EE | $5,952 | $3,151+88.9% | $2,678+122.2% | $4,379+35.9% |
| Participant deferral / active EE | $8,674 | $4,824+79.8% | $3,976+118.2% | $6,730+28.9% |
| Admin fee / account holder | $15 | $8,559-99.8% | $6,100-99.8% | $14,365-99.9% |