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 | $47,706 | $95,580-50.1% | $76,872-37.9% | $139,466-65.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 26.43% | 55.00%-28.6pp | 37.90%-11.5pp | 373.66%-347.2pp |
| Employer contribution / active EE | $1,356 | $3,145-56.9% | $2,533-46.5% | $4,754-71.5% |
| Participant deferral / active EE | $2,244 | $4,623-51.4% | $3,832-41.4% | $6,712-66.6% |
| Admin fee / account holder | $120 | $8,302-98.6% | $5,476-97.8% | $11,409-99.0% |