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 | $47,839 | $157,304-69.6% | $141,197-66.1% | $152,909-68.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.98% | 64.34%-40.4pp | 71.41%-47.4pp | 345.46%-321.5pp |
| Employer contribution / active EE | $1,862 | $5,263-64.6% | $4,736-60.7% | $4,764-60.9% |
| Participant deferral / active EE | $3,198 | $7,111-55.0% | $6,710-52.3% | $5,851-45.3% |
| Admin fee / account holder | $131 | $12,126-98.9% | $10,265-98.7% | $11,601-98.9% |