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 | $50,785 | $68,097-25.4% | $62,929-19.3% | $137,256-63.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.84% | 1859.11%-1840.3pp | 1063.93%-1045.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $11,323 | $2,811+302.8% | $2,505+352.1% | $4,156+172.4% |
| Participant deferral / active EE | $9,362 | $4,553+105.6% | $3,888+140.8% | $6,407+46.1% |
| Admin fee / account holder | $243 | $6,521-96.3% | $5,065-95.2% | $12,270-98.0% |