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 | $79,773 | $69,248+15.2% | $64,101+24.5% | $139,466-42.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.42% | 45.95%-25.5pp | 33.72%-13.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $1,142 | $3,185-64.1% | $2,749-58.5% | $4,754-76.0% |
| Participant deferral / active EE | $12,147 | $4,682+159.4% | $3,881+213.0% | $6,712+81.0% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |