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 | $41,533 | $157,276-73.6% | $141,177-70.6% | $152,885-72.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.15% | 64.33%-48.2pp | 71.40%-55.3pp | 345.39%-329.2pp |
| Employer contribution / active EE | $5,368 | $5,262+2.0% | $4,736+13.3% | $4,763+12.7% |
| Participant deferral / active EE | $4,522 | $7,110-36.4% | $6,710-32.6% | $5,851-22.7% |
| Admin fee / account holder | $285 | $12,123-97.7% | $10,263-97.2% | $11,598-97.5% |