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 | $42,563 | $65,434-35.0% | $98,483-56.8% | $85,847-50.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.87% | 21.75%-4.9pp | 1494.38%-1477.5pp | 318.61%-301.7pp |
| Employer contribution / active EE | $2,200 | $2,169+1.4% | $2,961-25.7% | $2,565-14.2% |
| Participant deferral / active EE | $2,632 | $3,168-16.9% | $4,276-38.4% | $3,952-33.4% |
| Admin fee / account holder | $7 | $4,595-99.8% | $5,953-99.9% | $6,261-99.9% |