Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,354 | $88,778-43.3% | $81,844-38.5% | $145,884-65.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.31% | 1033.03%-1020.7pp | 778.87%-766.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,869 | $3,087-7.1% | $2,916-1.6% | $4,662-38.5% |
| Participant deferral / active EE | $5,678 | $4,648+22.2% | $4,323+31.3% | $6,690-15.1% |
| Admin fee / account holder | $18 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |