Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,856 | $183,592-75.0% | $155,574-70.5% | $145,877-68.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.70% | 61.37%-45.7pp | 64.87%-49.2pp | 551.28%-535.6pp |
| Employer contribution / active EE | $7,819 | $5,317+47.1% | $4,676+67.2% | $4,663+67.7% |
| Participant deferral / active EE | $3,813 | $6,466-41.0% | $5,629-32.3% | $6,691-43.0% |
| Admin fee / account holder | $44 | $19,316-99.8% | $15,914-99.7% | $13,402-99.7% |