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 | $16,871 | $81,696-79.3% | $70,494-76.1% | $158,982-89.4% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 35.39% | 208.70%-173.3pp | 109.16%-73.8pp | 302.99%-267.6pp |
| Employer contribution / active EE | $3,705 | $3,220+15.1% | $2,738+35.3% | $4,763-22.2% |
| Participant deferral / active EE | $3,176 | $4,558-30.3% | $3,711-14.4% | $5,983-46.9% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |