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 | $54,172 | $100,911-46.3% | $90,440-40.1% | $158,966-65.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.97% | 1726.62%-1708.6pp | 1294.38%-1276.4pp | 302.95%-285.0pp |
| Employer contribution / active EE | $3,818 | $3,690+3.5% | $3,263+17.0% | $4,762-19.8% |
| Participant deferral / active EE | $1,619 | $4,348-62.8% | $3,964-59.2% | $5,983-72.9% |
| Admin fee / account holder | $18 | $6,507-99.7% | $5,615-99.7% | $11,250-99.8% |