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 | $45,332 | $98,240-53.9% | $82,313-44.9% | $147,585-69.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 47.32% | 30.85%+16.5pp | 25.88%+21.4pp | 578.57%-531.3pp |
| Employer contribution / active EE | $1,758 | $3,192-44.9% | $2,428-27.6% | $4,876-64.0% |
| Participant deferral / active EE | $7,023 | $4,383+60.2% | $3,706+89.5% | $5,439+29.1% |
| Admin fee / account holder | $70 | $8,563-99.2% | $5,608-98.8% | $10,885-99.4% |