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 | $64,452 | $93,124-30.8% | $77,100-16.4% | $134,545-52.1% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | 204.45% | 62.68%+141.8pp | 42.35%+162.1pp | 418.37%-213.9pp |
| Employer contribution / active EE | $2,441 | $3,421-28.7% | $2,815-13.3% | $4,742-48.5% |
| Participant deferral / active EE | $15,065 | $5,242+187.4% | $4,430+240.1% | $6,401+135.3% |
| Admin fee / account holder | $50 | $6,970-99.3% | $5,443-99.1% | $11,431-99.6% |