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 | $59,548 | $135,645-56.1% | $110,243-46.0% | $135,380-56.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 2.91% | 513.24%-510.3pp | 314.76%-311.9pp | 519.81%-516.9pp |
| Employer contribution / active EE | $2,881 | $4,907-41.3% | $3,827-24.7% | $4,779-39.7% |
| Participant deferral / active EE | $3,608 | $5,507-34.5% | $4,672-22.8% | $5,609-35.7% |
| Admin fee / account holder | $245 | $11,458-97.9% | $8,548-97.1% | $10,828-97.7% |