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 | $34,605 | $96,691-64.2% | $86,656-60.1% | $139,487-75.2% |
| Participation rate | 95.7% | 74.4%+21.2pp | 71.7%+23.9pp | 80.3%+15.3pp |
| Annual return | 15.70% | 106.87%-91.2pp | 593.09%-577.4pp | 373.84%-358.1pp |
| Employer contribution / active EE | $2,979 | $3,267-8.8% | $3,025-1.5% | $4,755-37.3% |
| Participant deferral / active EE | $3,457 | $4,838-28.6% | $4,439-22.1% | $6,713-48.5% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |