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 | $38,576 | $112,131-65.6% | $95,964-59.8% | $158,982-75.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 25.62% | 171.19%-145.6pp | 91.64%-66.0pp | 302.99%-277.4pp |
| Employer contribution / active EE | $1,739 | $3,199-45.6% | $2,541-31.6% | $4,763-63.5% |
| Participant deferral / active EE | $5,434 | $4,784+13.6% | $4,167+30.4% | $5,983-9.2% |
| Admin fee / account holder | $244 | $10,136-97.6% | $6,797-96.4% | $11,252-97.8% |