Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,502 | $96,388-35.2% | $80,627-22.5% | $139,466-55.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.63% | 1352.08%-1331.4pp | 936.76%-916.1pp | 373.66%-353.0pp |
| Employer contribution / active EE | $1,987 | $3,260-39.0% | $2,723-27.0% | $4,754-58.2% |
| Participant deferral / active EE | $10,061 | $5,224+92.6% | $4,443+126.4% | $6,712+49.9% |
| Admin fee / account holder | $206 | $6,603-96.9% | $5,381-96.2% | $11,409-98.2% |