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 | $66,941 | $171,492-61.0% | $150,734-55.6% | $198,609-66.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.22% | 804.70%-790.5pp | 600.81%-586.6pp | 202.70%-188.5pp |
| Employer contribution / active EE | $2,150 | $5,470-60.7% | $4,918-56.3% | $5,055-57.5% |
| Participant deferral / active EE | $6,200 | $6,259-0.9% | $5,610+10.5% | $6,977-11.1% |
| Admin fee / account holder | $255 | $17,628-98.6% | $14,905-98.3% | $19,030-98.7% |