Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,369 | $201,370-79.5% | $184,256-77.5% | $145,897-71.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.63% | 29.05%-8.4pp | 28.85%-8.2pp | 552.29%-531.7pp |
| Employer contribution / active EE | $1,815 | $7,024-74.2% | $6,427-71.8% | $4,663-61.1% |
| Participant deferral / active EE | $13,260 | $9,808+35.2% | $9,133+45.2% | $6,689+98.2% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |