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 | $75,762 | $155,833-51.4% | $124,693-39.2% | $167,518-54.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.72% | 17.98%-5.3pp | 5144.19%-5131.5pp | 478.71%-466.0pp |
| Employer contribution / active EE | $2,552 | $4,164-38.7% | $3,324-23.2% | $4,838-47.2% |
| Participant deferral / active EE | $2,706 | $5,675-52.3% | $4,615-41.4% | $6,342-57.3% |
| Admin fee / account holder | $2 | $9,534-100.0% | $7,494-100.0% | $12,312-100.0% |