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 | $30,026 | $102,696-70.8% | $86,235-65.2% | $139,487-78.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 30.92% | 1925.91%-1895.0pp | 1170.03%-1139.1pp | 373.84%-342.9pp |
| Employer contribution / active EE | $3,855 | $3,034+27.1% | $2,381+61.9% | $4,755-18.9% |
| Participant deferral / active EE | $8,121 | $4,679+73.6% | $3,987+103.7% | $6,713+21.0% |
| Admin fee / account holder | $98 | $8,667-98.9% | $6,856-98.6% | $11,407-99.1% |