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 | $60,510 | $107,941-43.9% | $91,994-34.2% | $152,909-60.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.93% | 89.28%-69.3pp | 69.04%-49.1pp | 345.46%-325.5pp |
| Employer contribution / active EE | $3,217 | $4,212-23.6% | $3,453-6.8% | $4,764-32.5% |
| Participant deferral / active EE | $6,414 | $6,366+0.8% | $5,924+8.3% | $5,851+9.6% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |