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 | $44,822 | $138,076-67.5% | $123,553-63.7% | $135,380-66.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.12% | 153.70%-145.6pp | 119.21%-111.1pp | 519.81%-511.7pp |
| Employer contribution / active EE | $6,499 | $5,152+26.1% | $4,628+40.4% | $4,779+36.0% |
| Participant deferral / active EE | $5,520 | $6,800-18.8% | $6,426-14.1% | $5,609-1.6% |
| Admin fee / account holder | $26 | $10,917-99.8% | $9,284-99.7% | $10,828-99.8% |