Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,240 | $96,678-81.1% | $86,640-78.9% | $139,466-86.9% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 27.84% | 106.69%-78.9pp | 592.52%-564.7pp | 373.66%-345.8pp |
| Employer contribution / active EE | $1,951 | $3,265-40.2% | $3,024-35.5% | $4,754-59.0% |
| Participant deferral / active EE | $5,289 | $4,837+9.3% | $4,438+19.2% | $6,712-21.2% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |