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 | $89,794 | $100,901-11.0% | $75,501+18.9% | $147,586-39.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 24.82% | 35.78%-11.0pp | 27.35%-2.5pp | 578.59%-553.8pp |
| Employer contribution / active EE | $1,730 | $3,253-46.8% | $2,352-26.4% | $4,876-64.5% |
| Participant deferral / active EE | $2,163 | $4,027-46.3% | $3,142-31.2% | $5,439-60.2% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |