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 | $65,483 | $99,031-33.9% | $86,597-24.4% | $147,585-55.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.38% | 1312.56%-1294.2pp | 964.96%-946.6pp | 578.57%-560.2pp |
| Employer contribution / active EE | $1,639 | $3,132-47.7% | $2,840-42.3% | $4,876-66.4% |
| Participant deferral / active EE | $1,308 | $3,972-67.1% | $3,609-63.8% | $5,439-76.0% |
| Admin fee / account holder | $150 | $5,711-97.4% | $4,906-96.9% | $10,885-98.6% |