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 | $60,494 | $112,935-46.4% | $90,970-33.5% | $158,966-61.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 29.95% | 215.79%-185.8pp | 134.58%-104.6pp | 302.95%-273.0pp |
| Employer contribution / active EE | $2,707 | $2,895-6.5% | $2,122+27.6% | $4,762-43.2% |
| Participant deferral / active EE | $4,933 | $4,129+19.5% | $3,373+46.2% | $5,983-17.6% |
| Admin fee / account holder | $9 | $8,045-99.9% | $5,960-99.9% | $11,250-99.9% |