Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,179 | $69,118-10.0% | $53,647+15.9% | $138,895-55.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 23.32% | 248.26%-224.9pp | 358.33%-335.0pp | 145.39%-122.1pp |
| Employer contribution / active EE | $3,180 | $1,189+167.3% | $962+230.5% | $4,194-24.2% |
| Participant deferral / active EE | $7,850 | $2,274+245.2% | $1,813+332.9% | $6,396+22.7% |
| Admin fee / account holder | $160 | $2,724-94.1% | $2,460-93.5% | $12,562-98.7% |