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 | $60,263 | $45,566+32.3% | $64,105-6.0% | $59,633+1.1% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 6.53% | 4.95%+1.6pp | 791.24%-784.7pp | 2041.45%-2034.9pp |
| Employer contribution / active EE | $1,706 | $934+82.7% | $1,820-6.2% | $2,203-22.5% |
| Participant deferral / active EE | $1,276 | $2,057-37.9% | $2,822-54.8% | $3,192-60.0% |
| Admin fee / account holder | $219 | $3,268-93.3% | $4,499-95.1% | $4,297-94.9% |