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 | $60,691 | $165,361-63.3% | $149,715-59.5% | $158,950-61.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.54% | 348.24%-339.7pp | 276.66%-268.1pp | 302.91%-294.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,321 | $7,182-53.8% | $6,842-51.5% | $5,983-44.5% |
| Admin fee / account holder | $37 | $10,808-99.7% | $9,310-99.6% | $11,248-99.7% |