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 | $37,913 | $183,516-79.3% | $155,534-75.6% | $145,884-74.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.98% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $6,647 | $5,315+25.1% | $4,675+42.2% | $4,662+42.6% |
| Participant deferral / active EE | $6,550 | $6,467+1.3% | $5,630+16.3% | $6,690-2.1% |
| Admin fee / account holder | $48 | $19,293-99.8% | $15,900-99.7% | $13,392-99.6% |