Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,714 | $201,344-82.3% | $184,243-80.6% | $145,877-75.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.88% | 29.01%-6.1pp | 28.82%-5.9pp | 551.28%-528.4pp |
| Employer contribution / active EE | $3,890 | $7,022-44.6% | $6,427-39.5% | $4,663-16.6% |
| Participant deferral / active EE | $10,661 | $9,807+8.7% | $9,132+16.7% | $6,691+59.3% |
| Admin fee / account holder | $82 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |