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 | $82,289 | $165,351-50.2% | $149,710-45.0% | $158,931-48.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.51% | 348.19%-325.7pp | 276.63%-254.1pp | 302.86%-280.3pp |
| Employer contribution / active EE | $3,501 | $5,103-31.4% | $4,645-24.6% | $4,761-26.5% |
| Participant deferral / active EE | $5,146 | $7,181-28.3% | $6,842-24.8% | $5,982-14.0% |
| Admin fee / account holder | $27 | $10,807-99.8% | $9,309-99.7% | $11,247-99.8% |