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 | $63,882 | $104,251-38.7% | $91,004-29.8% | $147,586-56.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.26% | 27.06%-10.8pp | 4.60%+11.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $5,522 | $3,116+77.2% | $2,456+124.9% | $4,876+13.2% |
| Participant deferral / active EE | $9,579 | $4,195+128.3% | $3,548+170.0% | $5,439+76.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |