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 | $53,605 | $175,231-69.4% | $149,696-64.2% | $139,466-61.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.75% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $1,601 | $5,478-70.8% | $4,821-66.8% | $4,754-66.3% |
| Participant deferral / active EE | $3,223 | $6,521-50.6% | $5,682-43.3% | $6,712-52.0% |
| Admin fee / account holder | $254 | $16,155-98.4% | $13,212-98.1% | $11,409-97.8% |