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 | $37,738 | $102,696-63.3% | $86,235-56.2% | $139,487-72.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.72% | 1925.91%-1904.2pp | 1170.03%-1148.3pp | 373.84%-352.1pp |
| Employer contribution / active EE | $2,344 | $3,034-22.7% | $2,381-1.5% | $4,755-50.7% |
| Participant deferral / active EE | $3,735 | $4,679-20.2% | $3,987-6.3% | $6,713-44.4% |
| Admin fee / account holder | $60 | $8,667-99.3% | $6,856-99.1% | $11,407-99.5% |