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 | $73,818 | $133,998-44.9% | $112,263-34.2% | $134,545-45.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 382.16% | 47.17%+335.0pp | 27.49%+354.7pp | 418.37%-36.2pp |
| Employer contribution / active EE | $2,212 | $4,040-45.2% | $3,636-39.2% | $4,742-53.3% |
| Participant deferral / active EE | $10,373 | $5,292+96.0% | $4,729+119.3% | $6,401+62.0% |
| Admin fee / account holder | $20 | $7,493-99.7% | $6,410-99.7% | $11,431-99.8% |