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 | $70,026 | $81,840-14.4% | $63,412+10.4% | $125,389-44.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | 50.78% | -0.10%+50.9pp | 4.04%+46.7pp | 282.24%-231.5pp |
| Employer contribution / active EE | $5,000 | $2,377+110.4% | $1,814+175.6% | $4,866+2.8% |
| Participant deferral / active EE | $0 | $3,064-100.0% | $2,496-100.0% | $5,352-100.0% |
| Admin fee / account holder | $25 | $4,951-99.5% | $3,753-99.3% | $9,541-99.7% |