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 | $31,307 | $110,278-71.6% | $95,740-67.3% | $139,466-77.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 49.67% | 27.19%+22.5pp | 28.41%+21.3pp | 373.66%-324.0pp |
| Employer contribution / active EE | $4,038 | $3,260+23.9% | $2,836+42.4% | $4,754-15.1% |
| Participant deferral / active EE | $3,811 | $4,674-18.5% | $4,244-10.2% | $6,712-43.2% |
| Admin fee / account holder | $136 | $6,613-97.9% | $5,676-97.6% | $11,409-98.8% |