Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,794 | $209,405-84.8% | $178,486-82.2% | $158,931-80.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.98% | 188.77%-176.8pp | 151.08%-139.1pp | 302.86%-290.9pp |
| Employer contribution / active EE | $5,000 | $5,707-12.4% | $5,011-0.2% | $4,761+5.0% |
| Participant deferral / active EE | $5,200 | $5,954-12.7% | $5,2020% | $5,982-13.1% |
| Admin fee / account holder | $119 | $17,076-99.3% | $13,985-99.2% | $11,247-98.9% |