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 | $46,439 | $198,461-76.6% | $170,436-72.8% | $147,585-68.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.61% | 257.30%-243.7pp | 205.94%-192.3pp | 578.57%-565.0pp |
| Employer contribution / active EE | $1,380 | $6,184-77.7% | $5,433-74.6% | $4,876-71.7% |
| Participant deferral / active EE | $2,267 | $5,629-59.7% | $4,939-54.1% | $5,439-58.3% |
| Admin fee / account holder | $113 | $16,852-99.3% | $13,880-99.2% | $10,885-99.0% |