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 | $46,995 | $100,895-53.4% | $90,430-48.0% | $158,950-70.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.21% | 1725.54%-1711.3pp | 1293.73%-1279.5pp | 302.91%-288.7pp |
| Employer contribution / active EE | $6,934 | $3,689+88.0% | $3,262+112.6% | $4,762+45.6% |
| Participant deferral / active EE | $5,769 | $4,347+32.7% | $3,963+45.6% | $5,983-3.6% |
| Admin fee / account holder | $24 | $6,505-99.6% | $5,613-99.6% | $11,248-99.8% |