Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,346 | $160,040-71.7% | $147,096-69.2% | $145,877-68.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.95% | 98.49%-87.5pp | 419.75%-408.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $3,387 | $5,289-36.0% | $4,936-31.4% | $4,663-27.4% |
| Participant deferral / active EE | $10,676 | $8,429+26.7% | $8,071+32.3% | $6,691+59.6% |
| Admin fee / account holder | $19 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |