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 | $55,413 | $67,823-18.3% | $52,425+5.7% | $137,256-59.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.82% | 219.11%-200.3pp | 302.12%-283.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,041 | $1,163+75.5% | $914+123.2% | $4,156-50.9% |
| Participant deferral / active EE | $6,831 | $2,288+198.6% | $1,790+281.5% | $6,407+6.6% |
| Admin fee / account holder | $75 | $2,844-97.4% | $2,495-97.0% | $12,270-99.4% |