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 | $59,953 | $115,814-48.2% | $101,275-40.8% | $158,982-62.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.67% | 56.16%-38.5pp | 46.48%-28.8pp | 302.99%-285.3pp |
| Employer contribution / active EE | $2,454 | $4,176-41.2% | $3,660-33.0% | $4,763-48.5% |
| Participant deferral / active EE | $5,143 | $4,958+3.7% | $4,371+17.7% | $5,983-14.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |