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 | $67,333 | $88,754-24.1% | $81,820-17.7% | $145,877-53.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.02% | 1031.77%-1010.7pp | 777.93%-756.9pp | 551.28%-530.3pp |
| Employer contribution / active EE | $1,006 | $3,085-67.4% | $2,915-65.5% | $4,663-78.4% |
| Participant deferral / active EE | $1,149 | $4,648-75.3% | $4,323-73.4% | $6,691-82.8% |
| Admin fee / account holder | $33 | $8,424-99.6% | $7,391-99.6% | $13,402-99.8% |