Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,377 | $148,623-72.2% | $135,974-69.6% | $139,466-70.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.55% | 79.30%-50.7pp | 68.30%-39.8pp | 373.66%-345.1pp |
| Employer contribution / active EE | $4,255 | $5,246-18.9% | $4,859-12.4% | $4,754-10.5% |
| Participant deferral / active EE | $9,861 | $8,103+21.7% | $7,760+27.1% | $6,712+46.9% |
| Admin fee / account holder | $1 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |