Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,028 | $81,696-52.2% | $70,494-44.6% | $158,982-75.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 20.87% | 208.70%-187.8pp | 109.16%-88.3pp | 302.99%-282.1pp |
| Employer contribution / active EE | $15,889 | $3,220+393.5% | $2,738+480.3% | $4,763+233.6% |
| Participant deferral / active EE | $8,165 | $4,558+79.1% | $3,711+120.0% | $5,983+36.5% |
| Admin fee / account holder | $274 | $6,200-95.6% | $3,848-92.9% | $11,252-97.6% |