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 | $86,803 | $118,708-26.9% | $98,920-12.2% | $158,982-45.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.56% | 372.49%-358.9pp | 196.47%-182.9pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,384 | $3,334-58.5% | $2,689-48.5% | $4,763-70.9% |
| Participant deferral / active EE | $2,377 | $5,089-53.3% | $4,245-44.0% | $5,983-60.3% |
| Admin fee / account holder | $67 | $10,134-99.3% | $6,643-99.0% | $11,252-99.4% |