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 | $66,104 | $100,938-34.5% | $90,461-26.9% | $158,982-58.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.77% | 1727.20%-1709.4pp | 1294.76%-1277.0pp | 302.99%-285.2pp |
| Employer contribution / active EE | $6,277 | $3,691+70.0% | $3,264+92.3% | $4,763+31.8% |
| Participant deferral / active EE | $5,172 | $4,350+18.9% | $3,964+30.5% | $5,983-13.6% |
| Admin fee / account holder | $15 | $6,510-99.8% | $5,617-99.7% | $11,252-99.9% |