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 | $67,778 | $115,814-41.5% | $101,275-33.1% | $158,982-57.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.16% | 56.16%-40.0pp | 46.48%-30.3pp | 302.99%-286.8pp |
| Employer contribution / active EE | $1,538 | $4,176-63.2% | $3,660-58.0% | $4,763-67.7% |
| Participant deferral / active EE | $2,755 | $4,958-44.4% | $4,371-37.0% | $5,983-54.0% |
| Admin fee / account holder | $10 | $7,249-99.9% | $5,948-99.8% | $11,252-99.9% |