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 | $39,047 | $53,128-26.5% | $86,582-54.9% | $70,126-44.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.79% | 27.66%-8.9pp | 965.08%-946.3pp | 73.15%-54.4pp |
| Employer contribution / active EE | $3,060 | $2,068+48.0% | $2,839+7.8% | $2,343+30.6% |
| Participant deferral / active EE | $3,461 | $2,695+28.4% | $3,609-4.1% | $3,332+3.9% |
| Admin fee / account holder | $148 | $3,584-95.9% | $4,904-97.0% | $4,645-96.8% |