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 | $34,117 | $160,028-78.7% | $147,080-76.8% | $145,884-76.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.00% | 98.60%-70.6pp | 420.17%-392.2pp | 551.85%-523.8pp |
| Employer contribution / active EE | $1,597 | $5,286-69.8% | $4,933-67.6% | $4,662-65.7% |
| Participant deferral / active EE | $25,068 | $8,422+197.6% | $8,066+210.8% | $6,690+274.7% |
| Admin fee / account holder | $135 | $15,030-99.1% | $12,989-99.0% | $13,392-99.0% |