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 | $29,531 | $148,623-80.1% | $135,974-78.3% | $139,466-78.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.47% | 79.30%-66.8pp | 68.30%-55.8pp | 373.66%-361.2pp |
| Employer contribution / active EE | $8,161 | $5,246+55.6% | $4,859+68.0% | $4,754+71.7% |
| Participant deferral / active EE | $3,738 | $8,103-53.9% | $7,760-51.8% | $6,712-44.3% |
| Admin fee / account holder | $153 | $12,406-98.8% | $10,767-98.6% | $11,409-98.7% |