Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,956 | $102,595-55.2% | $94,057-51.1% | $154,746-70.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.52% | 583.42%-569.9pp | 480.62%-467.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,755 | $3,147-12.5% | $2,933-6.1% | $4,379-37.1% |
| Participant deferral / active EE | $2,855 | $5,118-44.2% | $4,709-39.4% | $6,730-57.6% |
| Admin fee / account holder | $297 | $7,736-96.2% | $7,244-95.9% | $14,365-97.9% |