Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,387 | $138,076-69.3% | $123,553-65.7% | $135,380-68.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.05% | 153.70%-142.6pp | 119.21%-108.2pp | 519.81%-508.8pp |
| Employer contribution / active EE | $2,961 | $5,152-42.5% | $4,628-36.0% | $4,779-38.0% |
| Participant deferral / active EE | $4,263 | $6,800-37.3% | $6,426-33.7% | $5,609-24.0% |
| Admin fee / account holder | $162 | $10,917-98.5% | $9,284-98.3% | $10,828-98.5% |