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 | $44,253 | $232,540-81.0% | $185,117-76.1% | $147,586-70.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 42.64% | 43.03%-0.4pp | 40.50%+2.1pp | 578.59%-535.9pp |
| Employer contribution / active EE | $2,113 | $5,195-59.3% | $4,182-49.5% | $4,876-56.7% |
| Participant deferral / active EE | $11,507 | $5,834+97.2% | $5,045+128.1% | $5,439+111.6% |
| Admin fee / account holder | $79 | $10,275-99.2% | $8,159-99.0% | $10,886-99.3% |