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 | $61,574 | $99,079-37.9% | $78,002-21.1% | $273,972-77.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.08% | 217.93%-207.8pp | 425.99%-415.9pp | 41.46%-31.4pp |
| Employer contribution / active EE | $5,831 | $3,308+76.3% | $2,470+136.1% | $4,869+19.8% |
| Participant deferral / active EE | $6,913 | $4,306+60.5% | $3,497+97.7% | $5,287+30.7% |
| Admin fee / account holder | $110 | $8,954-98.8% | $5,481-98.0% | $10,133-98.9% |