Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,671 | $118,919-49.0% | $88,538-31.5% | $152,897-60.3% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 22.27% | 47.92%-25.7pp | 43.64%-21.4pp | 345.43%-323.2pp |
| Employer contribution / active EE | $14,328 | $2,669+436.8% | $2,098+582.8% | $4,764+200.8% |
| Participant deferral / active EE | $9,721 | $3,549+173.9% | $2,914+233.6% | $5,851+66.1% |
| Admin fee / account holder | $270 | $5,876-95.4% | $4,310-93.7% | $11,599-97.7% |