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 | $61,665 | $99,652-38.1% | $78,778-21.7% | $147,586-58.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.72% | 47.28%-27.6pp | 35.62%-15.9pp | 578.59%-558.9pp |
| Employer contribution / active EE | $1,067 | $2,796-61.8% | $1,986-46.2% | $4,876-78.1% |
| Participant deferral / active EE | $4,631 | $3,664+26.4% | $2,958+56.5% | $5,439-14.9% |
| Admin fee / account holder | $21 | $7,155-99.7% | $5,134-99.6% | $10,886-99.8% |