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 | $29,963 | $183,516-83.7% | $155,534-80.7% | $145,884-79.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.23% | 61.43%-44.2pp | 64.92%-47.7pp | 551.85%-534.6pp |
| Employer contribution / active EE | $3,715 | $5,315-30.1% | $4,675-20.5% | $4,662-20.3% |
| Participant deferral / active EE | $3,833 | $6,467-40.7% | $5,630-31.9% | $6,690-42.7% |
| Admin fee / account holder | $145 | $19,293-99.2% | $15,900-99.1% | $13,392-98.9% |