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 | $35,985 | $157,276-77.1% | $141,177-74.5% | $152,885-76.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.36% | 64.33%-38.0pp | 71.40%-45.0pp | 345.39%-319.0pp |
| Employer contribution / active EE | $3,047 | $5,262-42.1% | $4,736-35.7% | $4,763-36.0% |
| Participant deferral / active EE | $9,308 | $7,110+30.9% | $6,710+38.7% | $5,851+59.1% |
| Admin fee / account holder | $32 | $12,123-99.7% | $10,263-99.7% | $11,598-99.7% |