Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,032 | $100,895-29.6% | $90,430-21.5% | $158,950-55.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 23.34% | 1725.54%-1702.2pp | 1293.73%-1270.4pp | 302.91%-279.6pp |
| Employer contribution / active EE | $2,825 | $3,689-23.4% | $3,262-13.4% | $4,762-40.7% |
| Participant deferral / active EE | $10,626 | $4,347+144.4% | $3,963+168.2% | $5,983+77.6% |
| Admin fee / account holder | $20 | $6,505-99.7% | $5,613-99.6% | $11,248-99.8% |