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 | $57,472 | $102,978-44.2% | $90,287-36.3% | $152,870-62.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.99% | 95.17%-79.2pp | 78.10%-62.1pp | 345.34%-329.4pp |
| Employer contribution / active EE | $1,196 | $3,139-61.9% | $2,855-58.1% | $4,763-74.9% |
| Participant deferral / active EE | $2,903 | $4,281-32.2% | $3,885-25.3% | $5,850-50.4% |
| Admin fee / account holder | $14 | $6,171-99.8% | $5,351-99.7% | $11,597-99.9% |