Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,419 | $111,830-49.5% | $93,696-39.8% | $145,884-61.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.18% | 204.08%-192.9pp | 133.74%-122.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,137 | $3,093-63.2% | $2,422-53.0% | $4,662-75.6% |
| Participant deferral / active EE | $2,575 | $4,920-47.7% | $4,417-41.7% | $6,690-61.5% |
| Admin fee / account holder | $5 | $10,249-100.0% | $8,287-99.9% | $13,392-100.0% |