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 | $50,894 | $156,927-67.6% | $121,169-58.0% | $139,456-63.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.12% | 1475.85%-1456.7pp | 986.71%-967.6pp | 373.45%-354.3pp |
| Employer contribution / active EE | $1,835 | $5,542-66.9% | $4,168-56.0% | $4,753-61.4% |
| Participant deferral / active EE | $1,835 | $4,848-62.2% | $4,083-55.1% | $6,711-72.7% |
| Admin fee / account holder | $51 | $6,946-99.3% | $5,645-99.1% | $11,407-99.6% |