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 | $31,748 | $165,939-80.9% | $122,354-74.1% | $147,586-78.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 24.13% | 34.56%-10.4pp | 30.28%-6.1pp | 578.59%-554.5pp |
| Employer contribution / active EE | $5,000 | $5,754-13.1% | $4,051+23.4% | $4,876+2.5% |
| Participant deferral / active EE | $7,543 | $4,005+88.3% | $3,287+129.5% | $5,439+38.7% |
| Admin fee / account holder | $267 | $7,425-96.4% | $5,479-95.1% | $10,886-97.5% |