Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,793 | $112,915-42.6% | $90,965-28.8% | $158,950-59.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 41.23% | 215.75%-174.5pp | 134.57%-93.3pp | 302.91%-261.7pp |
| Employer contribution / active EE | $1,493 | $2,894-48.4% | $2,122-29.6% | $4,762-68.6% |
| Participant deferral / active EE | $15,829 | $4,128+283.4% | $3,373+369.3% | $5,983+164.6% |
| Admin fee / account holder | $20 | $8,044-99.8% | $5,960-99.7% | $11,248-99.8% |