Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,462 | $72,465-33.1% | $67,575-28.3% | $145,884-66.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.35% | 7222.56%-7212.2pp | 3528.98%-3518.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,799 | $3,074-41.5% | $2,736-34.2% | $4,662-61.4% |
| Participant deferral / active EE | $7,145 | $4,786+49.3% | $4,003+78.5% | $6,690+6.8% |
| Admin fee / account holder | $60 | $5,515-98.9% | $3,993-98.5% | $13,392-99.6% |