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 | $60,593 | $99,652-39.2% | $78,778-23.1% | $147,586-58.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.39% | 47.28%-29.9pp | 35.62%-18.2pp | 578.59%-561.2pp |
| Employer contribution / active EE | $621 | $2,796-77.8% | $1,986-68.7% | $4,876-87.3% |
| Participant deferral / active EE | $1,999 | $3,664-45.4% | $2,958-32.4% | $5,439-63.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |