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 | $44,030 | $165,399-73.4% | $149,745-70.6% | $158,982-72.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.34% | 348.34%-314.0pp | 276.72%-242.4pp | 302.99%-268.6pp |
| Employer contribution / active EE | $2,377 | $5,105-53.4% | $4,646-48.8% | $4,763-50.1% |
| Participant deferral / active EE | $12,127 | $7,183+68.8% | $6,843+77.2% | $5,983+102.7% |
| Admin fee / account holder | $11 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |