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 | $55,644 | $111,814-50.2% | $93,654-40.6% | $145,959-61.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.27% | 203.30%-183.0pp | 133.34%-113.1pp | 561.95%-541.7pp |
| Employer contribution / active EE | $5,951 | $3,092+92.5% | $2,421+145.8% | $4,661+27.7% |
| Participant deferral / active EE | $3,930 | $4,914-20.0% | $4,413-10.9% | $6,689-41.2% |
| Admin fee / account holder | $220 | $10,246-97.9% | $8,282-97.3% | $13,398-98.4% |