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 | $36,767 | $73,518-50.0% | $63,003-41.6% | $147,585-75.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.15% | 175.46%-157.3pp | 87.59%-69.4pp | 578.56%-560.4pp |
| Employer contribution / active EE | $2,015 | $3,322-39.3% | $2,760-27.0% | $4,876-58.7% |
| Participant deferral / active EE | $2,841 | $4,183-32.1% | $3,329-14.7% | $5,439-47.8% |
| Admin fee / account holder | $13 | $5,952-99.8% | $3,600-99.7% | $10,885-99.9% |