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 | $56,603 | $70,366-19.6% | $66,674-15.1% | $138,895-59.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 14.95% | 386.41%-371.5pp | 321.24%-306.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $3,988 | $2,765+44.2% | $2,620+52.2% | $4,194-4.9% |
| Participant deferral / active EE | $7,958 | $4,374+81.9% | $4,084+94.9% | $6,396+24.4% |
| Admin fee / account holder | $98 | $5,262-98.1% | $5,098-98.1% | $12,562-99.2% |