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 | $51,172 | $99,652-48.6% | $78,778-35.0% | $147,586-65.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.16% | 47.28%-31.1pp | 35.62%-19.5pp | 578.59%-562.4pp |
| Employer contribution / active EE | $1,780 | $2,796-36.3% | $1,986-10.4% | $4,876-63.5% |
| Participant deferral / active EE | $5,970 | $3,664+63.0% | $2,958+101.8% | $5,439+9.8% |
| Admin fee / account holder | $187 | $7,155-97.4% | $5,134-96.4% | $10,886-98.3% |