Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,676 | $115,903-58.0% | $100,528-51.6% | $158,966-69.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.84% | 34.80%-17.0pp | 30.90%-13.1pp | 302.95%-285.1pp |
| Employer contribution / active EE | $11,492 | $4,105+179.9% | $3,419+236.2% | $4,762+141.3% |
| Participant deferral / active EE | $5,006 | $6,677-25.0% | $6,271-20.2% | $5,983-16.3% |
| Admin fee / account holder | $6 | $11,000-99.9% | $8,084-99.9% | $11,250-99.9% |