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 | $53,977 | $103,000-47.6% | $90,300-40.2% | $152,885-64.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.59% | 95.19%-67.6pp | 78.11%-50.5pp | 345.39%-317.8pp |
| Employer contribution / active EE | $5,263 | $3,138+67.7% | $2,854+84.4% | $4,763+10.5% |
| Participant deferral / active EE | $8,452 | $4,281+97.4% | $3,884+117.6% | $5,851+44.5% |
| Admin fee / account holder | $131 | $6,173-97.9% | $5,353-97.6% | $11,598-98.9% |