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 | $65,956 | $150,412-56.1% | $120,574-45.3% | $145,884-54.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 20.17% | 154.50%-134.3pp | 107.42%-87.3pp | 551.85%-531.7pp |
| Employer contribution / active EE | $2,950 | $4,355-32.3% | $3,471-15.0% | $4,662-36.7% |
| Participant deferral / active EE | $12,350 | $6,175+100.0% | $4,996+147.2% | $6,690+84.6% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |