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 | $60,669 | $150,346-59.6% | $120,524-49.7% | $145,877-58.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.91% | 154.40%-144.5pp | 107.36%-97.5pp | 551.28%-541.4pp |
| Employer contribution / active EE | $3,831 | $4,353-12.0% | $3,469+10.4% | $4,663-17.9% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $51 | $12,215-99.6% | $9,440-99.5% | $13,402-99.6% |