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 | $73,539 | $150,445-51.1% | $136,297-46.0% | $147,585-50.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.58% | 1049.14%-1025.6pp | 5156.16%-5132.6pp | 578.57%-555.0pp |
| Employer contribution / active EE | $2,087 | $5,256-60.3% | $4,696-55.6% | $4,876-57.2% |
| Participant deferral / active EE | $5,105 | $6,631-23.0% | $6,247-18.3% | $5,439-6.1% |
| Admin fee / account holder | $186 | $10,906-98.3% | $9,244-98.0% | $10,885-98.3% |