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 | $85,286 | $118,869-28.3% | $96,575-11.7% | $167,518-49.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.30% | 50.49%-37.2pp | 37.79%-24.5pp | 478.71%-465.4pp |
| Employer contribution / active EE | $1,562 | $3,120-49.9% | $2,357-33.7% | $4,838-67.7% |
| Participant deferral / active EE | $4,794 | $4,616+3.9% | $3,849+24.6% | $6,342-24.4% |
| Admin fee / account holder | $9 | $8,067-99.9% | $6,182-99.9% | $12,312-99.9% |