Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,754 | $88,702-19.1% | $81,780-12.3% | $145,978-50.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.00% | 1029.12%-1008.1pp | 776.27%-755.3pp | 550.52%-529.5pp |
| Employer contribution / active EE | $3,705 | $3,084+20.1% | $2,914+27.2% | $4,662-20.5% |
| Participant deferral / active EE | $1,749 | $4,645-62.4% | $4,321-59.5% | $6,690-73.9% |
| Admin fee / account holder | $282 | $8,414-96.6% | $7,384-96.2% | $13,400-97.9% |