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 | $47,674 | $72,071-33.9% | $68,368-30.3% | $137,256-65.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.26% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,258 | $2,788-54.9% | $2,649-52.5% | $4,156-69.7% |
| Participant deferral / active EE | $2,112 | $4,410-52.1% | $4,123-48.8% | $6,407-67.0% |
| Admin fee / account holder | $46 | $5,336-99.1% | $5,150-99.1% | $12,270-99.6% |