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 | $40,242 | $148,582-72.9% | $135,942-70.4% | $139,456-71.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.38% | 79.26%-60.9pp | 68.28%-49.9pp | 373.45%-355.1pp |
| Employer contribution / active EE | $8,000 | $5,245+52.5% | $4,858+64.7% | $4,753+68.3% |
| Participant deferral / active EE | $6,983 | $8,101-13.8% | $7,759-10.0% | $6,711+4.1% |
| Admin fee / account holder | $79 | $12,402-99.4% | $10,764-99.3% | $11,407-99.3% |