Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,476 | $138,102-75.8% | $125,381-73.3% | $134,532-75.1% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | 198.54% | 750.73%-552.2pp | 572.31%-373.8pp | 418.27%-219.7pp |
| Employer contribution / active EE | $4,600 | $5,245-12.3% | $4,815-4.5% | $4,741-3.0% |
| Participant deferral / active EE | $9,416 | $7,801+20.7% | $7,448+26.4% | $6,401+47.1% |
| Admin fee / account holder | $281 | $11,568-97.6% | $10,007-97.2% | $11,429-97.5% |