Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,083 | $202,440-81.2% | $169,390-77.5% | $139,466-72.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.09% | 532.36%-512.3pp | 406.07%-386.0pp | 373.66%-353.6pp |
| Employer contribution / active EE | $2,400 | $4,693-48.9% | $4,013-40.2% | $4,754-49.5% |
| Participant deferral / active EE | $11,060 | $6,940+59.4% | $6,222+77.7% | $6,712+64.8% |
| Admin fee / account holder | $144 | $10,722-98.7% | $9,015-98.4% | $11,409-98.7% |