Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,821 | $102,393-33.8% | $147,041-53.9% | $80,911-16.2% |
| Participation rate | 92.3% | 75.9%+16.5pp | 82.2%+10.1pp | 67.6%+24.7pp |
| Annual return | 14.80% | 134.95%-120.1pp | 419.21%-404.4pp | 35.63%-20.8pp |
| Employer contribution / active EE | $3,087 | $3,715-16.9% | $4,935-37.5% | $2,756+12.0% |
| Participant deferral / active EE | $8,234 | $6,647+23.9% | $8,071+2.0% | $4,297+91.6% |
| Admin fee / account holder | $0 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |