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 | $65,064 | $118,877-45.3% | $96,570-32.6% | $167,536-61.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.04% | 50.50%-41.5pp | 37.79%-28.8pp | 478.82%-469.8pp |
| Employer contribution / active EE | $2,200 | $3,121-29.5% | $2,357-6.7% | $4,839-54.5% |
| Participant deferral / active EE | $4,360 | $4,617-5.6% | $3,849+13.3% | $6,342-31.3% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |