Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,251 | $96,691-37.7% | $86,656-30.5% | $139,487-56.8% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 18.75% | 106.87%-88.1pp | 593.09%-574.3pp | 373.84%-355.1pp |
| Employer contribution / active EE | $2,869 | $3,267-12.2% | $3,025-5.2% | $4,755-39.7% |
| Participant deferral / active EE | $5,636 | $4,838+16.5% | $4,439+27.0% | $6,713-16.0% |
| Admin fee / account holder | $55 | $6,414-99.1% | $5,619-99.0% | $11,407-99.5% |