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 | $41,096 | $101,063-59.3% | $81,473-49.6% | $147,585-72.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.86% | 32.41%-15.5pp | 38.78%-21.9pp | 578.58%-561.7pp |
| Employer contribution / active EE | $12,381 | $3,206+286.2% | $2,568+382.1% | $4,876+153.9% |
| Participant deferral / active EE | $6,698 | $4,242+57.9% | $3,537+89.4% | $5,439+23.2% |
| Admin fee / account holder | $40 | $5,812-99.3% | $4,561-99.1% | $10,886-99.6% |