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 | $31,768 | $148,623-78.6% | $135,974-76.6% | $139,466-77.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.79% | 79.30%-60.5pp | 68.30%-49.5pp | 373.66%-354.9pp |
| Employer contribution / active EE | $10,851 | $5,246+106.8% | $4,859+123.3% | $4,754+128.2% |
| Participant deferral / active EE | $3,313 | $8,103-59.1% | $7,760-57.3% | $6,712-50.6% |
| Admin fee / account holder | $92 | $12,406-99.3% | $10,767-99.1% | $11,409-99.2% |