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 | $73,998 | $102,696-27.9% | $86,235-14.2% | $139,487-46.9% |
| Participation rate | 86.4% | 74.5%+11.9pp | 69.0%+17.4pp | 80.3%+6.0pp |
| Annual return | 14.58% | 1925.91%-1911.3pp | 1170.03%-1155.5pp | 373.84%-359.3pp |
| Employer contribution / active EE | $1,292 | $3,034-57.4% | $2,381-45.8% | $4,755-72.8% |
| Participant deferral / active EE | $2,393 | $4,679-48.9% | $3,987-40.0% | $6,713-64.4% |
| Admin fee / account holder | $22 | $8,667-99.7% | $6,856-99.7% | $11,407-99.8% |