Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,628 | $175,259-71.7% | $149,723-66.9% | $139,487-64.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.14% | 166.82%-155.7pp | 134.50%-123.4pp | 373.84%-362.7pp |
| Employer contribution / active EE | $1,962 | $5,478-64.2% | $4,821-59.3% | $4,755-58.7% |
| Participant deferral / active EE | $12,513 | $6,522+91.9% | $5,682+120.2% | $6,713+86.4% |
| Admin fee / account holder | $95 | $16,158-99.4% | $13,215-99.3% | $11,407-99.2% |