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 | $64,851 | $118,467-45.3% | $98,450-34.1% | $139,456-53.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.11% | 18.95%+4.2pp | 21.16%+1.9pp | 373.45%-350.3pp |
| Employer contribution / active EE | $1,728 | $3,611-52.1% | $3,049-43.3% | $4,753-63.6% |
| Participant deferral / active EE | $4,914 | $5,393-8.9% | $4,739+3.7% | $6,711-26.8% |
| Admin fee / account holder | $18 | $14,057-99.9% | $8,961-99.8% | $11,407-99.8% |