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 | $75,832 | $88,754-14.6% | $81,820-7.3% | $145,877-48.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.19% | 1031.77%-1020.6pp | 777.93%-766.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,130 | $3,085-63.4% | $2,915-61.2% | $4,663-75.8% |
| Participant deferral / active EE | $1,680 | $4,648-63.8% | $4,323-61.1% | $6,691-74.9% |
| Admin fee / account holder | $53 | $8,424-99.4% | $7,391-99.3% | $13,402-99.6% |