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 | $75,795 | $102,638-26.2% | $81,982-7.5% | $158,982-52.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 21.72% | 61.05%-39.3pp | 41.31%-19.6pp | 302.99%-281.3pp |
| Employer contribution / active EE | $3,077 | $3,241-5.1% | $2,498+23.2% | $4,763-35.4% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $65 | $8,237-99.2% | $5,665-98.8% | $11,252-99.4% |