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 | $81,613 | $96,388-15.3% | $80,627+1.2% | $139,466-41.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.02% | 1352.08%-1334.1pp | 936.76%-918.7pp | 373.66%-355.6pp |
| Employer contribution / active EE | $1,757 | $3,260-46.1% | $2,723-35.5% | $4,754-63.0% |
| Participant deferral / active EE | $2,810 | $5,224-46.2% | $4,443-36.8% | $6,712-58.1% |
| Admin fee / account holder | $124 | $6,603-98.1% | $5,381-97.7% | $11,409-98.9% |