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 | $51,468 | $72,071-28.6% | $68,368-24.7% | $137,256-62.5% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 16.26% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,691 | $2,788-39.4% | $2,649-36.2% | $4,156-59.3% |
| Participant deferral / active EE | $4,237 | $4,410-3.9% | $4,123+2.8% | $6,407-33.9% |
| Admin fee / account holder | $295 | $5,336-94.5% | $5,150-94.3% | $12,270-97.6% |