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 | $35,957 | $90,607-60.3% | $79,467-54.8% | $135,380-73.4% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | 9.80% | 977.74%-967.9pp | 718.30%-708.5pp | 519.81%-510.0pp |
| Employer contribution / active EE | $3,990 | $3,068+30.1% | $2,800+42.5% | $4,779-16.5% |
| Participant deferral / active EE | $11,144 | $4,050+175.1% | $3,704+200.9% | $5,609+98.7% |
| Admin fee / account holder | $25 | $5,895-99.6% | $5,104-99.5% | $10,828-99.8% |