Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,432 | $171,492-78.8% | $150,734-75.8% | $198,609-81.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 19.29% | 804.70%-785.4pp | 600.81%-581.5pp | 202.70%-183.4pp |
| Employer contribution / active EE | $3,485 | $5,470-36.3% | $4,918-29.1% | $5,055-31.1% |
| Participant deferral / active EE | $8,507 | $6,259+35.9% | $5,610+51.6% | $6,977+21.9% |
| Admin fee / account holder | $87 | $17,628-99.5% | $14,905-99.4% | $19,030-99.5% |