Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,790 | $85,060-50.9% | $70,548-40.8% | $139,456-70.0% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 81.33% | 30.38%+51.0pp | 32.78%+48.6pp | 373.45%-292.1pp |
| Employer contribution / active EE | $3,230 | $3,911-17.4% | $2,975+8.6% | $4,753-32.0% |
| Participant deferral / active EE | $12,178 | $5,890+106.8% | $4,567+166.7% | $6,711+81.5% |
| Admin fee / account holder | $0 | $8,925-100.0% | $6,424-100.0% | $11,407-100.0% |