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 | $47,739 | $185,883-74.3% | $170,043-71.9% | $139,466-65.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.59% | 60.54%-37.9pp | 53.40%-30.8pp | 373.66%-351.1pp |
| Employer contribution / active EE | $2,927 | $7,596-61.5% | $6,790-56.9% | $4,754-38.4% |
| Participant deferral / active EE | $12,377 | $11,626+6.5% | $10,410+18.9% | $6,712+84.4% |
| Admin fee / account holder | $95 | $15,393-99.4% | $12,824-99.3% | $11,409-99.2% |