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 | $41,921 | $70,366-40.4% | $66,674-37.1% | $138,895-69.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.27% | 386.41%-369.1pp | 321.24%-304.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $10,438 | $2,765+277.5% | $2,620+298.4% | $4,194+148.9% |
| Participant deferral / active EE | $6,524 | $4,374+49.2% | $4,084+59.7% | $6,396+2.0% |
| Admin fee / account holder | $18 | $5,262-99.7% | $5,098-99.7% | $12,562-99.9% |