Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,065 | $102,382-44.3% | $147,005-61.2% | $80,874-29.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.87% | 134.89%-117.0pp | 418.76%-400.9pp | 35.62%-17.8pp |
| Employer contribution / active EE | $5,860 | $3,715+57.8% | $4,934+18.8% | $2,756+112.7% |
| Participant deferral / active EE | $10,764 | $6,646+61.9% | $8,070+33.4% | $4,297+150.5% |
| Admin fee / account holder | $63 | $7,942-99.2% | $13,006-99.5% | $6,935-99.1% |