Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,786 | $176,838-73.5% | $146,685-68.1% | $167,518-72.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.80% | 24.04%-5.2pp | 22.75%-3.9pp | 478.71%-459.9pp |
| Employer contribution / active EE | $14,375 | $5,161+178.5% | $4,137+247.5% | $4,838+197.1% |
| Participant deferral / active EE | $3,363 | $6,441-47.8% | $5,507-38.9% | $6,342-47.0% |
| Admin fee / account holder | $213 | $13,262-98.4% | $10,281-97.9% | $12,312-98.3% |