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 | $33,262 | $168,635-80.3% | $147,617-77.5% | $125,389-73.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.10% | 77.65%-75.5pp | 61.98%-59.9pp | 282.24%-280.1pp |
| Employer contribution / active EE | $9,379 | $6,252+50.0% | $5,564+68.6% | $4,866+92.7% |
| Participant deferral / active EE | $7,684 | $5,507+39.5% | $4,895+57.0% | $5,352+43.6% |
| Admin fee / account holder | $134 | $13,580-99.0% | $11,612-98.8% | $9,541-98.6% |