Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,216 | $88,754-43.4% | $81,820-38.6% | $145,877-65.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.61% | 1031.77%-1016.2pp | 777.93%-762.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $12,622 | $3,085+309.1% | $2,915+333.0% | $4,663+170.7% |
| Participant deferral / active EE | $18,737 | $4,648+303.2% | $4,323+333.5% | $6,691+180.1% |
| Admin fee / account holder | $3 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |