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 | $48,705 | $110,093-55.8% | $97,295-49.9% | $145,897-66.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.53% | 244.76%-234.2pp | 75.62%-65.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,291 | $3,077-25.5% | $2,723-15.8% | $4,663-50.9% |
| Participant deferral / active EE | $3,507 | $4,678-25.0% | $4,264-17.7% | $6,689-47.6% |
| Admin fee / account holder | $242 | $6,212-96.1% | $5,646-95.7% | $13,390-98.2% |