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 | $53,229 | $81,632-34.8% | $70,455-24.4% | $158,931-66.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.82% | 208.48%-203.7pp | 109.06%-104.2pp | 302.86%-298.0pp |
| Employer contribution / active EE | $1,066 | $3,217-66.9% | $2,737-61.1% | $4,761-77.6% |
| Participant deferral / active EE | $2,131 | $4,554-53.2% | $3,709-42.5% | $5,982-64.4% |
| Admin fee / account holder | $20 | $6,193-99.7% | $3,845-99.5% | $11,247-99.8% |